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)2, 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.
Gold Pacesetter

Photo of Darryl Hall

Service Area:

Citrus Heights, Elk Grove, Folsom, Roseville, Sacramento

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

Request Appointment

Associates of Darryl Hall, CRPC®

Coreen Woehl

Financial Associate
CUSO Financial Services, L.P.

cwoehl@patelco.org
916.864.5950

Hector Siqueiros

Financial Advisor, CUSO Financial Services, L.P.

Photo of Hector Siqueiros

Service Area:

Brentwood, Dublin, Fremont, Livermore, Pleasanton

Contact Info:

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

Request Appointment

Jane Krueger, CFP®

Financial Advisor, CUSO Financial Services, L.P.
Gold Pacesetter

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

Request Appointment

Associates of Jane Krueger, CFP®

Madeline Siano

Madeline Siano

Financial Associate
CUSO Financial Services, L.P.

msiano@patelco.org
510.942.2280

Jay Long

Financial Advisor, CUSO Financial Services, L.P.

Photo of Jay Long

Service Area:

Concord, Lafayette, Walnut Creek, Fairfield

Contact Info:

jlong@patelco.org
Phone: 925.327.2333
Fax: 925.227.6382
3498 Mt Diablo Blvd Suite A, Lafayette, CA 94549
CA Insurance License: 0E85709

Request Appointment

Associates of Jay Long

Photo of Sebastien Tomescu

Sebastien Tomescu

Financial Advisor
CUSO Financial Services, L.P.

sebastien.tomescu@patelco.org
707-399-1968

Carlina Phan

Licensed Financial Associate
CUSO Financial Services, L.P.

cphan@patelco.org
925.460.4657

JR Pablo, CFP®

Financial Advisor, CUSO Financial Services, L.P.
Gold Pacesetter, Hall of Fame Producer

Photo of JR Pablo

Service Area:

Danville, San Ramon

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

Request Appointment

Associates of JR Pablo, CFP®

Picture of Sandra Gonzalez, Financial Associate, CUSO.

Sandra Gonzalez

Licensed Financial Associate
CUSO Financial Services, L.P.

sgonzalez@patelco.org
925.460.4642
Hablo Español

Picture of Anthony Adams, Financial Associate, CUSO.

Anthony Adams

Financial Associate
CUSO Financial Services, L.P.

aadams@patelco.org
925.468.6309

John Borbon

Financial Advisor, CUSO Financial Services, L.P.

John Borbon

Service Area:

Danville, San Ramon

Contact Info:

jborbon@patelco.org
Phone: 925.855.2408
Fax: 925.847.1919
310 Hartz Ave, Danville, CA 94526
CA Insurance License: 0J14617

Request Appointment

Kristian Pavlov

Financial Advisor, CUSO Financial Services, L.P.

Photo of Kristan Pavlov

Service Area:

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

Contact Info:

kpavlov@patelco.org
Phone: 925.847.3689
Fax: 925.847.1919
2033 Shattuck Ave., Berkeley, CA 94704
CA Insurance License: 0M07077

Request Appointment

Associates of Kristian Pavlov

Madeline Siano

Madeline Siano

Financial Associate
CUSO Financial Services, L.P.

msiano@patelco.org
510.942.2280

Leif Tinsley

Financial Advisor, CUSO Financial Services, L.P.

Picture of Leif Tinsley, Financial Associate, CUSO.

Service Area:

Novato, Rohnert Park, Santa Rosa

Contact Info:

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

Request Appointment

Mani Budwal

Financial Advisor, CUSO Financial Services, L.P.

Photo of Mani Budwal

Service Area:

Milpitas, Sunnyvale, Campbell, Santa Clara, San Jose - Almaden, San Jose - East

Contact Info:

mbudwal@patelco.org
Phone: 408.541.3705
Fax: 925.847.1919
332 W El Camino Real, Sunnyvale, CA 94087
CA Insurance License: 0K91624

Request Appointment

Associates of Mani Budwal

Picture of Anthony Adams, Financial Associate, CUSO.

Anthony Adams

Financial Associate
CUSO Financial Services, L.P.

aadams@patelco.org
925.468.6309

Nancy Hernandez

Financial Advisor, CUSO Financial Services, L.P.
Gold Pacesetter

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
Hablo Español
1050 Admiral Ct. Suite F, San Bruno, CA 94066
CA Insurance License: OH51392

Request Appointment

Associates of Nancy Hernandez

Picture of Angie Prasad, Financial Associate, CUSO.

Angie Prasad

Financial Associate
CUSO Financial Services, L.P.

aprasad@patelco.org
925.598.3955

Sebastien Tomescu

Financial Advisor, CUSO Financial Services, L.P.

Photo of Sebastien Tomescu

Service Area:

Fairfield, Lafayette, Concord, Walnut Creek

Contact Info:

sebastien.tomescu@patelco.org
Phone: 707.399.1968
Fax: 925.847.1919
3101 Travis Blvd. Suite A, Fairfield, CA 94534
CA Insurance License: 4038951

Request Appointment

1 Offer valid through November 30, 2022 for new money invested with CFS of $25,000 or more. $100 Amazon e-gift cards will be emailed within 30 days after meeting conditions, while supplies last. Maximum $100 eGift card per client per calendar year. Must schedule an appointment with CFS by November 30, 2022 to receive this offer. Must provide a valid email address. Must be 18 years or older to participate. Patelco reserves the right to provide a rain check or a substitute of equal or greater value.

2 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.

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