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Redwood Credit Union recognized for outstanding performance in investment services

CFS advisors and RCU marketing efforts honored at 2018 Conference

Six wealth management advisors at Redwood Credit Union (RCU) received Pacesetter awards, and RCU’s investment marketing efforts were also recognized at the CUSO Financial Services (CFS) “Fulfilling the Vision” 2018 Annual Conference, recently held in San Diego, California. Mike DeFazio earned the 2018 Gold Pacesetter Award (his 9th consecutive gold win), while Julie Nix and Christine Foster earned the Silver Pacesetter Award, and Steve Kerston, Clark Matthiessen, and Joseph Turfa earned the Bronze Pacesetter Award. In addition, RCU received its 3rd consecutive Gold Impact award for its wealth management services marketing campaign.

Affiliated with broker dealer and Registered Investment Advisor, CUSO Financial Services, LP, DeFazio, Nix, Foster, Kerston, Matthiessen, and Turfa were recognized for being the top-producing registered representatives among hundreds of credit union and bank programs across the country.

DeFazio joined RCU’s wealth management team in 2007, bringing more than 10 years of business and management experience. Nix has been with RCU since 2014, assisting clients with portfolio analysis, retirement planning, risk assessment and more. Foster has more than 26 years of experience in financial services and has worked for RCU since 2001. Kerston started at RCU in 2010 and specializes in retirement planning and risk management. Matthiessen has been a financial advisor at the credit union since 2001, helping members develop investment strategies that meet their individual goals. And Turfa joined RCU’s wealth management team in 2009, bringing more than 15 years of retirement planning and investment expertise.

“We’re proud to see these advisors recognized for their accomplishments,” said Tom Hubert, senior vice president of wealth management, auto services and insurance services at RCU. “In a crowded industry, these individuals have established themselves as professionals of the highest caliber. They are an inspiration to all of us who strive for excellence in our profession.”

Mike DeFazio, AIF©, CFS Financial Advisor

Christine Foster, CFS Wealth Advisor

Clark Matthiessen, CFP®, CRPC®, CFS Financial Advisor

Julie Nix, CRPC®, CFS Financial Advisor

Joseph Turfa, CRPC®, CFS Financial Advisor

Steven Kerston, CFS Financial Advisor

Redwood Credit Union

Founded in 1950, Redwood Credit Union is a full-service, not-for-profit financial institution providing personal and business banking to consumers and businesses in the North Bay and San Francisco. With a mission to passionately serve the best interests of its members, team members, and communities, RCU delivers many ways for its members to save and build money through checking and savings accounts, auto and home loans, credit cards, digital banking, business services, commercial and SBA lending, and more. Wealth management and investment services are available through Redwood Wealth Management, and insurance and auto-purchasing services are also offered through RCU Services Group (RCU’s wholly owned subsidiary). RCU ended March at $9.9 billion in assets and $12.7 billion in assets under management and serves more than 530,000 members with full-service branches from San Francisco to Ukiah. For more information, call 1 (800) 479-7928, visit redwoodcu.org, or follow RCU on Facebook, Instagram, X, and LinkedIn for news and updates.

Contact

Redwood Credit Union Public Relations Department
(707) 576-5224 / PR@redwoodcu.org

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