Financial Advisors at
SDCCU Investment Services

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 Financial Advisors at SDCCU Investment Services

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

Jaqueline Bernal has over 5 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

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

Renee has been a Financial Advisor in the financial services industry for more than 22 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: Kearny MesaPoint Loma, San Diego & Sports Arena branches

David McDermott

David McDermott
(877) 732-2848
Ext. 2524

David has over 16 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

Michael has spent over 21 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, EncinitasOceanside & Vista branches

Financial Advisor Rhonda Mills

Rhonda Mills
(877) 732-2848
Ext. 6530

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 pursue 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

Rick has a financial services career spanning over 15 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

Larry has over 22 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

Mac Richards

Mac Richards, CFP®

(877) 732-2848
Ext. 2509
Mac has over 5 years of experience in the financial services industry, including positions held with Webster Investment Services, Wells Fargo Advisors and Stratos Wealth Partners. He specializes in financial and tax planning and enjoys collaborating with clients to help them work towards their financial goals.
After serving in the United States Marine Corp and serving tours in Iraq and Afghanistan, Mac received his undergraduate degree in Business Administration from the University of Rhode Island, achieved CERTIFIED FINANCIAL PLANNER™ designation and received his Executive Financial Planner certificate from San Diego State University.

Serving: Del Mar, HillcrestMission Valley, North Park & Solana Beach branches

Dejan Tasich

Dejan Tasich
(877) 732-2848
Ext. 2507

Dejan has spent over 15 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, La Costa & San Marcos branches

Natasha Titova

Natasha Titova
(877) 732-2848
Ext. 7957
Natasha started her career in the financial industry in 1999, and has held positions with JP Morgan Chase and Merrill Lynch. She serves with a mission to help clients create, grow and preserve their wealth by creating and implementing customized wealth management strategies. Natasha individualizes her financial planning process around the specific financial needs of every client, developing meaningful strategies with a high level of advice and services. Earning the trust of her clients is paramount to Natasha, who thrives on consistently working to help individuals pursue long-term strategies.

Natasha received her Bachelor’s Degree from California State University, Fullerton, with concentration in International Finance. She also completed her Master’s Degree at Pepperdine University, with concentration in Leadership and Managing Organizational Change. Natasha is fluent in Russian.

Serving: Alicia Parkway, Laguna Niguel and Westminster 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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San Diego County Credit Union® was founded on the principle that people come first and profits second. This forward-thinking approach in the banking industry has propelled SDCCU® to become San Diego’s BEST Credit Union and largest locally-owned financial institution. SDCCU provides breakthrough banking products that meet the demands of today’s lifestyle and delivers banking services that save customers money. SDCCU serves customers nationwide with 30,000 surcharge-FREE CO-OP ATMs and 41 branch locations in San Diego, Riverside and Orange counties. Open an account today.

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