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Financial Advisors at SDCCU Investment Services

Meet our 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. Make an appointment with a Financial Advisor by clicking Make an Appointment below.

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

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

Make an Appointment
photo of sdccu investment services financial advisor brett allred
Brett Allred
(877) 732-2848
Ext. 2548
wallred@sdccu.com
Brett has a financial services career spanning over 17 years, following five years of service as a Naval Officer in San Diego. Prior to his tenure with SDCCU, Brett held positions with firms including UnionBanc Investment Services, Contango Capital Advisors, and most recently as an Independent Wealth Advisor with LPL Financial. Brett works with members to understand their complete current financial situation and their future investment and family goals to develop and implement a comprehensive long-term strategic plan.

Brett received his Bachelor of Science in Control Systems Engineering from the United States Naval Academy in Annapolis, Maryland.

Serving: Del MarSolana Beach, Encinitas and La Costa branches
photo of sdccu investment services financial advisor  brandt corcoran
Brandt Corcoran
(877) 732-2848
Ext. 2547
bcorcoran@sdccu.com
Brandt has over 28 years of experience as a Financial Advisor in the financial services industry and has held positions in various firms including Bank of America and UnionBanc Investment Services. Brandt helps clients and members identify and prioritize their financial goals in an effort to provide effective and suitable recommendations. He combines investment, retirement, income and protection strategies and solutions to address members existing and evolving financial needs.

Brandt received his undergraduate degree in Finance as well as his MBA in Finance from San Diego State University.

Serving: Mission Valley, Hillcrest, North Park & Scripps Ranch branches
photo of sdccu investment services 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
photo of sdccu investment services financial advisor ray ginsberg
Ray Ginsberg
(877) 732-2848
Ext. 6555
rginsberg@sdccu.com
Ray has over 17 years in Financial Services with experience at AXA, Citicorp Investment Services and most recently The Golden1 Credit Union in Sacramento. Ray has experience in Retirement Income Planning, Life Insurance and is knowledgeable with most Financial Planning products. He enjoys building client relationships and helping members pursue their personal financial goals.
 
Ray earned his Bachelor of Arts in Communications from S.U.N.Y.  New Paltz College in New York, and his MBA in Finance from The University of Bridgeport in Connecticut.
 
Serving: Kearny Mesa & Oceanside branches.                                                                         
 
photo of sdccu investment services 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 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: Point Loma, San Diego & Sports Arena branches
photo of sdccu investment services financial advisor john jacobs
John Jacobs
(877) 732-2848
Ext. 6227
jjacobs@sdccu.com

John has over 14 years of experience in the financial services industry, including positions held with MassMutual, MetLife, Lincoln Financial and Washington Mutual. John takes great pride in building long lasting client relationships and providing financial strategies for individuals, families with dependents, pre-retirees and small business owners.

Upon earning his Bachelor of Science Degree in Business Administration, with an emphasis in Finance, John achieved his LUTCF designation which gives him specialized knowledge in life insurance and retirement income planning.

Serving: Chula Vista, Eastlake, National City and San Ysidro

photo of sdccu investment services financial advisor david mcdermott
David McDermott
(877) 732-2848
Ext. 2524
dmcdermott@sdccu.com
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
photo of sdccu investment services financial advisor michael mills
Michael Mills
(877) 732-2848
Ext. 2539
mmills@sdccu.com
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 & Vista branches
photo of sdccu investment services 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 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
photo of sdccu investment services financial advisor rick mitchell
Rick Mitchell
(877) 732-2848
Ext. 7917
rmitchell@sdccu.com
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
photo of sdccu investment services financial advisor  larry price
Larry Price
(877) 732-2848
Ext. 6279
lprice@sdccu.com
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
photo of sdccu investment services financial advisor dejan tasich
Dejan Tasich
(877) 732-2848
Ext. 2507
dtasich@sdccu.com
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 & San Marcos branches
photo of sdccu investment services financial advisor natasha titova
Natasha Titova
(877) 732-2848
Ext. 7957
ntitova@sdccu.com
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, Mission Viejo, Costa Mesa & 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. Make an appointment online or 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.