SDCCU Investment Services
Financial Advisors

Financial Advisors at SDCCU Investment Services® are available at all SDCCU branch locations to help you identify your financial goals and build a personalized plan to work toward reaching them.

Meet our SDCCU Investment Services Financial Advisors

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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Online investment appointments are available at select branches. Select a branch, then select SDCCU Investment Services.


Financial Advisor Jaqueline Bernal

Jaqueline Bernal
(877) 732-2848
Ext. 6227
jbernal@sdccu.com

Jaqueline Bernal has over 3 years of experience in the financial services industry as a Financial Advisor. Prior to her tenure with SDCCU Investment Services, Jaqueline held positions with Merrill Lynch and Northwestern Mutual. Jaqueline has a proven record of building and maintaining solid relationships with clients in an effort to help them meet their long term investment objectives. She is also fluent in Spanish and French.

Jaqueline received her Bachelor of Administration in Finance from the University of Texas at El Paso.


Serving: Chula Vista, EastLake, National City & San Ysidro branches


Financial Advisor Bill Dutton

Bill Dutton
(877) 732-2848
Ext. 6220
bdutton@sdccu.com

Bill has over 18 years of experience in the financial services industry including investment services positions held with Northwestern Mutual and Massachusetts Mutual. Bill is very knowledgeable about insurance products and is able to assist members in incorporating these into their overall investment objectives.

Bill is a graduate of the University of Southern California, and a member of NAIFA, National Association of Insurance and Financial Advisors.


Serving: Mira Mesa, Rancho Penasquitos & Sorrento Mesa branches


Financial Advisor Renee Halsch

Renee Halsch
(877) 732-2848
Ext. 6281
rhalsch@sdccu.com

Renee has been a Financial Advisor in the financial services industry for more than 21 years and has held positions with various firms including TIAA-CREF, MassMutual and Merrill Lynch. She specializes in financial and retirement planning as well as investment management. Her depth of experience and holistic approach is instrumental in helping clients work toward achieving their financial goals.

Renee is a graduate of Colorado State University.


Serving: Point Loma, San Diego & Sports Arena branches


David McDermott

David McDermott
(877) 732-2848
Ext. 2524
dmcdermott@sdccu.com

David has over 10 years of experience recommending financial strategies at several credit unions and banks. He is knowledgeable and trained in both investments and insurance and recommends a variety of suitable products and services to assist members as they pursue their personal financial goals.

David earned a Bachelor of Science degree in Business Administration from the College of Saint Rose. He also studied Chemical Engineering at State University of New York, Plattsburgh.


Serving: Balboa/Genesee, La Jolla/Torrey Pines, Pacific Beach & UTC Regents branches


Financial Advisor Michael Mills

Michael Mills
(877) 732-2848
Ext. 2539
mmills@sdccu.com

Michael has spent over 15 years in financial services with regional management experience at several investment and insurance companies as well as recommending financial strategies to customers at several banks. In regional management, Michael was responsible for training and educating others within the industry. He draws upon this investment and insurance experience to recommend needs-based approaches when assisting members with their goals.

Michael attended the University of Akron where he majored in Financial and Business Administration. He is also a graduate of Wood Logan Academy with a focus on Sales of Financial Services.


Serving: Carlsbad, Laguna Niguel, Oceanside & Vista branches


Financial Advisor Rhonda Mills

Rhonda Mills
(877) 732-2848
Ext. 6530
rmills@sdccu.com

Rhonda has been a Financial Advisor in the financial services industry for over 25 years and has held positions with various firms including; US Bank, Washington Mutual, Merrill Lynch and UnionBanc Investment Services. A San Diego native, Rhonda takes great pride in helping members meet their retirement goals. Well versed in multiple investment, insurance and planning strategies, Rhonda leverages various solutions to help investors pursue their goals and dreams.

Rhonda is a graduate of San Diego State University and received her MBA from the University of San Diego.


Serving: El Cajon, La Mesa & Santee branches


Financial Advisor Rick Mitchell

Rick Mitchell
(877) 732-2848
Ext. 7917
rmitchell@sdccu.com

Rick has a financial services career spanning over 14 years, with firms including Vanguard, Waddell & Reed Financial Advisors, and as an independent advisor with LPL Financial. To complement his career path, Rick has maintained the professional designation of CERTIFIED FINANCIAL PLANNER™ since 2005. In this capacity, Rick partners with members to evaluate their entire financial situation and investment goals prior to making a comprehensive recommendation on a long term strategy.

Rick received his Bachelor of Science in Business Management from the University of Redlands.


Serving: Carmel Mountain, Poway & Rancho Bernardo branches


Financial Advisor Larry Price

Larry Price
(877) 732-2848
Ext. 6279
lprice@sdccu.com

Larry has over 18 years of experience in financial services, primarily recommending financial products and services to credit union members and bank customers. With many years of experience assisting consumers at some of California’s largest credit unions and banks, Larry understands the concerns consumers may have as they consider purchasing investments to diversify their holdings.


Serving: Murrieta, North Temecula & Temecula branches


Dejan Tasich

Dejan Tasich
(877) 732-2848
Ext. 2507
dtasich@sdccu.com

Dejan has spent over 10 years in financial services including employment at American Express Financial Advisors and a position as District Manager with Ameriprise Financial. Additionally, he has spent several years providing investment and insurance products to consumers at California banks and credit unions. Dejan spends time helping credit union members identify and clarify their financial needs and goals before making recommendations. He specializes in planning for retirement for members who are still in their accumulation years or have already retired and may be in need of supplemental income.

Dejan received an Undergraduate Degree with a major in Finance and a minor in Banking from George Washington University.


Serving: Escondido, Escondido Civic Center & San Marcos branches


Invest in your future today!

An experienced Financial Advisor is available to meet with you one-on-one to create your personal road map to pursue financial success. Call us today at (877) 732-2848 to set up your complimentary investment consultation.

 


The Financial Advisors with SDCCU Investment Services are Registered Representatives of LPL Financial. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. San Diego County Credit Union and SDCCU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. You are advised to seek advice from your own tax professional.

Investments and Insurance:
Are Not Obligations of San Diego County Credit Union Have No Credit Union or Affiliated Entity Guarantee
Are Not NCUA Insured
Are Not Insured by any State or Federal Government Agency Involve Investment Risks and May Lose Value Including Possible Loss of Principal

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA.

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