The news has been reporting on a recently discovered Internet encryption technology vulnerability nicknamed “Heartbleed.” Many sites on the Internet run on OpenSSL making them vulnerable to this exposure. Rest assured that SDCCU’s systems are not affected and you can feel confident using our online channels as usual. × The news has been reporting on a recently discovered Internet encryption technology vulnerability nicknamed “Heartbleed.” Many sites on the Internet run on OpenSSL making them vulnerable to this exposure. Rest assured that SDCCU’s systems are not affected and you can feel confident using our online channels as usual.×

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


Financial Advisor John Sedberry

John Sedberry
(877) 732-2848, ext. 6220
jsedberry@sdccu.com
 

John has over 12 years of experience in financial services including Senior Vice President at Wachovia Securities and multiple years providing financial services to credit union members. John specializes in wealth management to many credit union members. Additionally, he provides investment and insurance recommendations to members in various stages of managing their portfolios. He recognizes the critical dollar amounts desired for retirement or other financial goals and provides assistance with income needs members may have.

John earned a Bachelor Degree in Business Administration from National University.
 


Financial Advisor Paul Vanden Brook

Paul Vanden Brook
(877) 732-2848, ext. 2506
pvandenbrook@sdccu.com

Paul has over 20 years of experience in banking, investment and insurance services. Paul worked his way up from Teller to Branch Manager in three years followed by nine years at WM Financial Services (Washington Mutual). He then moved forward to provide investment and insurance services to credit union members. Because Paul has worked his way through every branch position, including Branch Manager, he may provide additional insight when discussing financial needs with credit union members. Additionally, his varied experience in banking, investing and insurance may be of assistance as members establish, clarify and strive to reach their financial goals.

Paul received a Bachelor of Science in Finance from Ferris State College.
 


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.


Financial Advisor Zack Jones

Zachary Jones
(877) 732-2848, ext. 6227
zjones@sdccu.com

Zachary focuses on members’ individualized needs to assist them with investment and insurance strategies as they pursue their personal financial goals. He has spent several years in financial services including previous experience at Wachovia Securities.

Zachary earned a Bachelor degree in Business Economics with an emphasis in Accounting from UC Santa Barbara.
 


Financial Advisor Terry Arges

Terry Arges
(877) 732-2848, ext. 4671
targes@sdccu.com

Terry has spent several years working in financial services including positions with Merrill Lynch and Charles Schwab. He served as a Retirement Services Specialist at Charles Schwab providing recommendations for consumers managing their retirement funds and for those already in retirement requiring supplemental income.

Terry earned a Bachelor of Arts degree from UC San Diego with a major in Political Science and minors in History and Philosophy.
 


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.
 


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.
 


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.
 


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 offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. LPL Financial is a Registered Investment Advisor. 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

Open an accountin minutes Apply for a loan easily online

Why People Love Us

SDCCU Reviews

"I love SDCCU. I switched from big banking two years ago and won't go back. Better rates and service! No nickel and diming!" Susan L., San DiegoMember since '98

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 33 branch locations in San Diego, Riverside and Orange counties. Open an account today.


ABOUT SSL CERTIFICATES
30,000 surcharge-FREE ATMs

30,000 Surcharge-FREE ATMs

Access your money anywhere with 30,000 surcharge-FREE co-op ATMs nationwide.
Find an ATM
5/5 ARM

No Closing Costs

5/5 ARM Home Loan
Learn More
Auto Buying Service

Let SDCCU Do The Work!

You provide the details of the car you want and we'll locate it, negotiate the price and coordinate delivery for you – at no cost.
Learn More
0% Intro APR

0% Intro APR* on Balance Transfers

Good through January 1, 2015 on balance transfers made by May 1, 2014.
*Learn More
Check. Snap. Deposit.

SDCCU Mobile Deposit

Deposit checks from your smart phone in real time.
Get the App