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

Anna Martinez

Financial Advisor, CUSO Financial Services, L.P.

Photo of Anna Martinez

Service Area:

Sacramento, Elk Grove

Contact Info:
Phone: 916.569.5290
Mobile: 415.407.5846
Fax: 925.847.1919
2381 Fair Oaks Blvd. Suite 3, Sacramento, CA 95825
CA Insurance License: 0G07857

Darryl Hall

Financial Advisor, CUSO Financial Services, L.P.

Photo of Darryl Hall

Service Area:

Citrus Heights, Folsom, Roseville, Deerfield (IL)

Contact Info:
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

Photo of Sarah Swearinger

Sarah Swearinger

Financial Associate, CFS

Greg Yuen

Financial Advisor, CUSO Financial Services, L.P.

Photo of Greg Yuen

Service Area:

Santa Clara, San Jose, Campbell

Contact Info:
Phone: 408.254.8025
Mobile: 925.297.9387
Fax: 925.847.1919
1775 Story Rd Suite 110, San Jose, CA 95122
CA Insurance License: 0I49642

Associates of Greg Yuen

Photo of Sean Pacumio

Sean Pacumio

Financial Associate, CFS

Hector Siqueiros

Financial Advisor, CUSO Financial Services, L.P.

Photo of Hector Siqueiros

Service Area:

Dublin, Hayward, Oakland - City Center, Oakland - Webster, Brentwood, Pleasanton, Livermore

Contact Info:
Phone: 510.784.5036
Mobile: 408.858.2991
Fax: 510.887.4368
24703 Amador St., Hayward, CA 94544
CA Insurance License: 0B31176

Jane Krueger

Financial Advisor, CUSO Financial Services, L.P.

Photo of Jane Krueger

Service Area:

San Francisco, Novato, Rohnert Park, Santa Rosa

Contact Info:
Phone: 415.442.7193
Fax: 415.778.2762
124 2nd Street, San Francisco, CA 94105
CA Insurance License: 0C14959

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:
Phone: 925.327.2333
Fax: 925.227.6382
2600 Camino Ramon #1CN70 , San Ramon, CA 94583
CA Insurance License: 0E85709

Associates of Jay Long

Photo of Brandon Cheng

Brandon Cheng

Financial Associate, CUSO Financial Services, L.P.

JR Pablo

Financial Advisor, CUSO Financial Services, L.P.

Photo of JR Pablo

Service Area:

Berkeley, Castro Valley, Danville, Fremont, San Leandro, San Ramon - Crow Canyon

Contact Info:
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

Photo of Joseph Estabillo

Joseph Estabillo

Financial Associate, CFS

Photo of Kristan Pavlov

Kristian Pavlov

Financial Associate, CFS

Mani Budwal

Financial Advisor, CUSO Financial Services, L.P.

Photo of Mani Budwal

Service Area:

Redwood City, Milpitas

Contact Info:
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:
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, CFS

* 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.