Financial Advisors at SDCCU Investment Services®

Meet our Financial Advisors at SDCCU Investment Services

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

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Brett Allred

(877) 732-2848

Ext. 2548

wallred@sdccu.com

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I see myself as an essential part of my clients’ financial team, creating wealth plans that work in unison to grow and preserve their estate. I develop deep personal relationships with my clients and serve as a sounding board – not just for investment concerns, but also with other financial related matters: getting a mortgage, buying or leasing an automobile, choosing the best banking solutions, etc.

Serving: Encinitas, Solana Beach, La Costa and Del Mar branches.

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Brandt Corcoran

(877) 732-2848

Ext. 2547

bcorcoran@sdccu.com

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I bring 30 years of practical experience to members seeking help meeting their financial goals. My clients are not just a transaction and I take pride in the deep relationships that I have developed over the years. I create a partnership with my clients that is holistic in nature. I look at every aspect of your financial situation to develop a customized plan that will help you pursue your goals.

Serving: Mission Valley, Point Loma, Scripps Ranch and Mission Viejo branches.

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Bill Dutton

(877) 732-2848

Ext. 6220

bdutton@sdccu.com

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I have been an advisor for over 25 years focused on holistic planning and customized strategies to help clients pursue their goals. Whether it’s helping clients save for retirement, navigating the complexities of a company stock plan or special needs planning for children and family members who will continue to need financial support throughout their adulthood, I can help you create a roadmap and a disciplined approach to investing with the goal of reaching your financial objectives.

Serving: Mira Mesa, Sorrento Mesa and Rancho Penasquitos branches

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David Elster, CFP®

(877) 732-2848

Ext. 1323

delster@sdccu.com

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Ever since I can remember, I have been passionate about helping people with their finances. At an early age I saw firsthand what can happen without proper planning. My father insisted on doing everything himself without consulting an expert and sadly that approach back-fired. My father lost everything and was left penniless late in life. After witnessing what happened in my family, I vowed to do everything I could to prevent it from happening to anyone else. You will not find anyone more passionate about helping you pursue your financial goals. I take a holistic approach and use my personal experience as a driving force in how I work with my clients over time. I’ve also had the opportunity to hire a financial advisor myself, so I have been in your shoes. I am committed to my clients’ success.

Serving: North Park, Sports Arena, Kearny Mesa, Hillcrest, Oceanside, Westminster and Costa Mesa banches

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photo of sdccu investment services financial advisor john jacobs

John Jacobs, LUTCF®

(877) 732-2848

Ext. 4671

jjacobs@sdccu.com

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I take great pride in truly understanding the intricacies and relevant details of each investment product so that the features and benefits can be fully understood by my clients. I have helped many clients pursue their financial goals by listening to their needs and tailoring a plan to address their goals. My clients are always at the center of everything I do as an advisor.

Serving: Chula Vista, Eastlake, National City, San Ysidro and Y orba Linda

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David McDermott

(877) 732-2848

Ext. 2524

dmcdermott@sdccu.com

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Investing and financial planning can, at times, be overwhelming and intimidating. I am able to break down the complex and put it into terms my clients can understand. My investment philosophy is to ask, listen and then provide advice customized to your needs.

Serving: Pacific Beach, UTC Regents and Balboa/Genesee branches

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Michael Mills

(877) 732-2848

Ext. 2539

mmills@sdccu.com

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I am open and empathetic and I focus on making people feel as comfortable as possible. I have a unique ability to break down complex topics to make them simple and easier to understand. When you leave a meeting with me, you will feel comfort in knowing you were heard and that the recommendations will be tailored to fit your unique needs.

Serving: Laguna Niguel, Alicia Parkway, Vista and Carlsbad branches

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Rhonda Mills

(877) 732-2848

Ext. 6530

rmills@sdccu.com

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I listen and take great pride in educating my clients on the complexities of their financial lives. I try to take the anxiety out of investing by breaking down topics so that they can be easily digested and understood. I have over 25 years of experience as a financial advisor and enjoy building strong relationships and leveraging various solutions to help clients identify and pursue their financial objectives.

Serving: El Cajon, La Mesa, Santee and College Area branches

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photo of sdccu investment services financial advisor rick mitchell

Rick Mitchell, CFP®

(877) 732-2848

Ext. 7917

rmitchell@sdccu.com

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My specialty is determining what the member needs and then providing suitable solutions. I can be transactional, providing a product to help your asset grow, and as a CFP™ I can be comprehensive and engage in a more encompassing discussion covering a myriad of life events. I utilize the broad LPL Financial platform to offer an array of solutions for a variety of needs to help our members achieve their objectives.

Whether it’s planning for a secure retirement, developing a strategy to pay for your child’s college education or simply getting professional feedback about your current investment options, I can help you create a personalized roadmap to help you pursue your financial objectives. When I respond to your needs, I am speaking to you, about you, and determining what is most suitable for you. You will leave our meeting knowing and understanding not only what I suggest, but also why I suggested it and how it will fit your needs.

Serving: Carmel Mountain, Poway and Rancho Bernardo branches

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Larry Price

(877) 732-2848

Ext. 6279

lprice@sdccu.com

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I am down to earth, straightforward and have a passion for helping people. Many people feel overwhelmed and intimidated with their finances. I listen and make sure my clients are comfortable every step of the way. The recommendations I make are tailored to meet your needs. Whether it’s planning for a secure retirement, developing a strategy to pay for your child’s college education or simply getting a second opinion about your current investment options, I can help you create a roadmap and a disciplined approach to investing with the goal of reaching your financial objectives.

Serving: Murrieta, Temecula and Temecula North branches

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Dejan Tasich

(877) 732-2848

Ext. 2507

dtasich@sdccu.com

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When we meet, you’ll find that I am a great listener, personable, attentive, detailed and organized. I have a unique ability to take complex topics and break them down to make them easier to digest. All my recommendations put your needs and best interests first.

Serving: Escondido, Escondido Civic Center and San Marcos branches

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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. Make an appointment online or call us today at (877) 732-2848 to set up your complimentary investment consultation.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. San Diego County Credit Union and SDCCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SDCCU Investment Services, and may also be employees of San Diego County Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Diego County Credit Union or SDCCU Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on Advisor(s) Registration* 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. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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