Ventura County Credit Union employees recognized for outstanding performance
Financial advisors at VCCU honored by CUSO Financial Services
VENTURA, CA (September 6, 2018) — Ventura County Credit Union (VCCU) announces financial advisors Gina O’Callaghan and David Kanongataa — registered representatives affiliated with broker dealer and registered investment adviser CUSO Financial Services (CFS) — were honored with Pacesetter of the Year Awards at the 2018 CFS Annual Conference in San Diego.
The Pacesetter Awards honor the top-producing registered representatives among the more than 200 investment programs administered by CFS and Sorrento Pacific Financial (SPF). The awards are presented by CFS and SPF as a way to recognize leading financial advisors for their dedication to high standards, commitment to superior service and outstanding performance in delivering investment services to clients.
The award categories — bronze, silver and gold — are based on the gross dealer concessions (GDC) that the advisor generates through sales. With O’Callaghan, a bronze award recipient, producing $450,000 to $550,000 in GDC and Kanongataa, a silver award recipient, producing $550,000 to $650,000, they collectively generated over $1 million in GDC last year.
“The service that Gina and David provide our members is integral to our mission of improving the financial well-being of our members,” said Clint Lovinger, vice president of member services. “With over $170 million in assets under their management and over 1,200 active accounts, they are living out that mission each and every day.”
In addition to financial planning and investment services, VCCU also offers savings and checking accounts, loans, credit cards, online banking, and more. To learn more about VCCU’s services or to become a member, visit a branch or go to https://www.vccuonline.net.
About Ventura County Credit Union
Ventura County Credit Union was chartered in 1950. It is the largest credit union headquartered in Ventura County, with eight offices, more than 80,000 members and more than $900 million in total assets. VCCU offers a complete line of loans, federally insured savings, 24-hour electronic access services and more. Call 1-800-339-0496 or visit https://www.vccuonline.net for more information.
ABOUT CUSO FINANCIAL SERVICES AND SORRENTO PACIFIC FINANCIAL
CUSO Financial Services, LP and Sorrento Pacific Financial, LLC (Members FINRA/SIPC) are subsidiaries of Atria Wealth Solutions. Established in 1997, they specialize in placing investment programs inside credit unions and banks, providing customized investment and insurance solutions to over 200 financial institutions throughout the country, with $30+ billion in AUA. Headquartered in San Diego, with branch offices nationwide, both broker dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers. Investment products are offered by CUSO Financial Services, L.P. (Member FINRA/SIPC) and are not NCUA/NCUSIF insured, not credit union guaranteed and may lose value. For more information, see https://www.cusonet.com or visit their LinkedIn pages: CFS and SPF.
