Together we can build a financial plan personalized to fit your financial needs and fuel your dreams.

Patelco Investment Solutions, available through CUSO Financial Services, L.P. (CFS)*, is dedicated to partnering with you to provide sound financial planning at every step of your personal journey.

Our experienced and knowledgeable CFS Financial Advisors take the time to listen to your unique needs before creating a plan that puts your best interests first.

Accessible in-branch service

As a Patelco member, you are invited to schedule a complimentary, objective consultation with one of our CFS Financial Advisors. Learn how we can help you reach your goals during this informative discussion. Topics may include any of the following:

Retirement Readiness

  • Rollover Strategies
  • IRAs, Roth IRAs, 401(k) and 403(b) Plans
  • Retirement Planning
  • Income and Distribution Planning
  • Trust and Estate Planning

Investments and Insurance

  • Managed Accounts
  • Mutual Funds, Stocks and Bonds
  • Fixed and Variable Annuities
  • Tax-Advantaged Investments
  • College Savings Plans
  • Life Insurance

Learn more about our CFS Financial Advisors below. Check the backgrounds of our investment professionals on FINRA's BrokerCheck.

Find a CFS Financial Advisor

Darryl Hall, CRPC®

Financial Advisor, CUSO Financial Services, L.P.

Photo of Darryl Hall

Service Area:

Citrus Heights, Folsom, Roseville, Deerfield (IL)

Contact Info:

dhall@patelco.org
Phone: 916.683.8404
Mobile: 916.397.6134
Fax: 925.847.1919
1300 E. Bidwell St. #155, Folsom, CA 95630
CA Insurance License: 0D10437

Associates of Darryl Hall, CRPC®

Photo of Sarah Swearinger

Sarah Swearinger

Licensed Financial Associate, CUSO Financial Services, L.P.



Greg Yuen

Financial Advisor, CUSO Financial Services, L.P.

Photo of Greg Yuen

Service Area:

Santa Clara, San Jose, Campbell

Contact Info:

gyuen@patelco.org
Phone: 408.254.8025
Mobile: 925.297.9387
Fax: 925.847.1919
1790 S Bascom Ave Suite 110, Campbell, CA 95008
CA Insurance License: 0I49642

Associates of Greg Yuen

Photo of Sean Pacumio

Sean Pacumio

Financial Associate, CUSO Financial Services, L.P.



Hector Siqueiros

Financial Advisor, CUSO Financial Services, L.P.

Photo of Hector Siqueiros

Service Area:

Dublin, Hayward, Brentwood, Pleasanton, Livermore

Contact Info:

hsiqueiros@patelco.org
Phone: 510.784.5036
Mobile: 408.858.2991
Fax: 510.887.4368
7010 Amador Plaza Road, Dublin, CA 94568
CA Insurance License: 0B31176

Jane Krueger, CFP®

Financial Advisor, CUSO Financial Services, L.P.

Photo of Jane Krueger

Service Area:

San Francisco

Contact Info:

jane.krueger@patelco.org
Phone: 415.442.7193
Fax: 415.778.2762
124 2nd Street, San Francisco, CA 94105
CA Insurance License: 0C14959

Associates of Jane Krueger, CFP®

Angie Prasad

Financial Associate, CUSO Financial Services, L.P.



Jay Long

Financial Advisor, CUSO Financial Services, L.P.

Photo of Jay Long

Service Area:

Concord, Fairfield, Lafayette, San Ramon - Bishop Ranch, Walnut Creek

Contact Info:

jlong@patelco.org
Phone: 925.327.2333
Fax: 925.227.6382
2600 Camino Ramon #1CN70 , San Ramon, CA 94583
CA Insurance License: 0E85709

John Kinsaku Larry, CRPC®

Financial Advisor, CUSO Financial Services, L.P.


Service Area:

Castro Valley, Berkeley, San Leandro, Hayward, Oakland - City Center, Oakland - Webster

Contact Info:

jlarry@patelco.org
Phone: 510.728.2207
Fax: 925.847.1919
4055 E. Castro Valley Blvd., Castro Valley, CA 94552
CA Insurance License: 0J04107

Associates of John Kinsaku Larry, CRPC®

Angie Prasad

Financial Associate, CUSO Financial Services, L.P.



Kristian Pavlov

Financial Advisor, CUSO Financial Services, L.P.

Photo of Kristan Pavlov

Service Area:

Fremont

Contact Info:

kpavlov@patelco.org
Phone: 925.847.3689
Fax: 925.847.1919
5166 Mowry Ave., Fremont, CA 94538
CA Insurance License: 0M07077

Leif Tinsley

Financial Advisor, CUSO Financial Services, L.P.


Service Area:

Santa Rosa, Rohnert Park, Novato

Contact Info:

ltinsley@patelco.org
Phone: 707.573.7885
Fax: 925.847.1954
1965 Cleveland Ave., Santa Rosa, CA 95401
CA Insurance License: 0L71317

JR Pablo, CFP®

Financial Advisor, CUSO Financial Services, L.P.

Photo of JR Pablo

Service Area:

Danville, San Ramon - Crow Canyon

Contact Info:

jrpablo@patelco.org
Phone: 925.855.2409
Mobile: 925.785.9487
Fax: 925.847.1919
310 Hartz Ave., Danville, CA 94526
CA Insurance License: 0D53333

Associates of JR Pablo, CFP®

Photo of Joseph Estabillo

Joseph Estabillo

Financial Associate, CUSO Financial Services, L.P.



Sandra Gonzalez

Financial Associate, CUSO Financial Services, L.P.



Mani Budwal

Financial Advisor, CUSO Financial Services, L.P.

Photo of Mani Budwal

Service Area:

Redwood City, Milpitas

Contact Info:

mbudwal@patelco.org
Phone: 650.839.8550
Fax: 925.847.1919
1105 Veterans Blvd. , Redwood City, CA 94063
CA Insurance License: 0K91624

Nancy Hernandez

Financial Advisor, CUSO Financial Services, L.P.

Photo of Nancy Hernandez

Service Area:

Daly City, San Mateo, SF Sunset/Noriega, San Bruno

Contact Info:

nguzman@patelco.org
Phone: 650.827.8715
Fax: 925.847.1919
1050 Admiral Ct. Suite F, San Bruno, CA 94066
CA Insurance License: OH51392

Associates of Nancy Hernandez

Photo of Sean Pacumio

Sean Pacumio

Financial Associate, CUSO Financial Services, L.P.



* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.