Open Account Careers Contact Us Locations
Investment Representatives

As your credit union, we’re committed to caring for all aspects of your fiscal fitness, present and future. So in addition to handling your day-to-day financial necessities, Mission Federal Credit Union has partnered with CUSO Financial Services, L.P. (CFS) to make non-deposit investment products and services available to Mission Fed members. They’ve assembled a group of experienced investment representatives to provide you with complete investment services, beneficial insurance products and top-notch advice.†

Please feel free to call the Investment Center at 858.546.2278 or 800.286.9006.

Location Representative

Vista/Escondido/
North County Coastal

985 Civic Center Drive, Suite 106
Vista, CA 92083-5297

Branches served:
Vista, Oceanside*, Escondido, San Marcos*

Carlos Caceres

Photo of Carlos Caceres858.524.2698
800.286.9006
Email: carlosc@mfcuinvest.com
State registrations: CA, FL, GA, KY, MA, NM, OR, SC, UT
CA Ins Lic #0B42873

Carlos began his career in financial planning and investments services in 1991. He has an extensive background in retirement planning both on the individual and corporate level. Carlos is well versed in IRAs, 401(k)s, 403(b)s, Defined Benefit Plans and Pensions. He is knowledgeable with many uses of life insurance, including their use in Estate, Retirement, and Business Planning. Carlos will provide you the information, knowledge and guidance to help make a brighter financial future for you and your family. Carlos is bi-lingual and can also assist in providing investment advice to our Spanish speaking members.

Carlos graduated from Cal Poly Pomona where he majored in Finance.

Poway
& North County Inland

13465 Poway Rd
Poway, CA 92064

Branches served:
Poway, Mira Mesa*, Mira Mesa West*, Rancho Bernardo*

Kenneth Parlan

Photo of Kenneth Parlan 858.524.2794
800.286.9006
Email: kenp@mfcuinvest.com
State registrations: CA, AZ, CO, HI, NC, OH, OR
CA Ins Lic #0718595

Ken graduated from the University of San Diego with a B.A. in Business Administration. He began his career in 1986 in the full service Brokerage business, and then transitioned to Financial Institutions. He has been serving the needs of credit union members since 2002.

Ken has dedicated himself to working with members in exploring their specific short & long term goals, objectives, establishing a flexible plan of action, and continually providing an ongoing review process to help them attain their unique goals. He enjoys providing information and educating members– allowing them to understand their choices so they can make informed decisions that best suit their unique situation. Ken enjoys a wide variety of activities that usually revolve around his children like skiing, motorcycle riding at Glamis & Octillio Wells, camping in the Eastern Sierras, volleyball tournaments, and baseball games.

Mission Hills & Central

269 West Washington St.
San Diego, CA 92103

Branches served:
Mission Hills, Clairemont, Mission Valley, Old Town/Linda Vista

Michelle Poturich, CRC®

Photo of Michelle Poturich858.524.2791
800.286.9006
Email: michellep@mfcuinvest.com
State registrations: CA, AZ, WA
CA Ins Lic #0E95999

Michelle graduated from Cal Poly Pomona in 2002 with a BA in English Education. She has been working in the financial services industry since 2005 and holds the Certified Retirement Counselor designation.

Michelle helps her clients build sound financial futures. It is a priority for her to educate her clients, so they are able to make well informed investment decisions. She offers a high level of personalized service and customized investment strategies to help meet her clients’ short and long term goals.

Carlsbad
& North County Coastal

710 Carlsbad Village Dr.
Carlsbad, CA 92008

Branches served:
Carlsbad, Carmel Valley*, Encinitas, Solana Beach*

John Jacobson, CLU®, ChFC®

Photo of John Jacobson 858.524.2799
800.286.9006
Email: johnsj@mfcuinvest.com
State registrations: CA
CA Ins Lic #0E15415

John graduated from the University of Minnesota with a B.S. in Business Administration and also holds the CLU® and ChFC® professional designations from the American College. He has been a resident of San Diego since 2004. John has been working in the financial services industry since 1986.

As an investment representative, John has experience with advanced planning concepts and technical strategies used for retirement, wealth and estate planning. He works with clients to create strategies to help make sure their investment and financial goals are well focused and on track.

In his spare time, John enjoys hiking, bicycling and golf.

Telegraph Canyon
& South County

599 Telegraph Canyon Rd
Telegraph Canyon, CA 91910

Branches served:
Telegraph Canyon, Eastlake*, Terra Nova*, South Bay*

Logan Lepe

Photo of Logan Lepe 858.524.2793
800.286.9006
Email: loganl@mfcuinvest.com
State registrations: CA
CA Ins Lic #0E90522

Logan graduated from California State University San Marcos with a Bachelor of Science degree in Business Administration and an emphasis in Finance. He feels very fortunate to have had the opportunity to pursue his passion for a career in helping to better people's lives and achieve their goals.

Logan takes time with each of his clients in order to provide them with personalized investment options that are tailored for their specific needs. With his eight years of experience working in the financial and investment arena, he brings with him a breadth of knowledge and experience in order to help guide and educate his clients.

In his free time, you may find Logan on the basketball courts in one of San Diego’s Basketball leagues or exploring the outdoors with his family.

La Mesa & East County

5500 Grossmont Center Dr Suite 113
La Mesa, CA 91942

Branches served:
La Mesa, El Cajon*, Rancho San Diego*, Santee*

Michael T. Jones

Photo of Michael T. Jones858.524.2792
800.286.9006
Email: michaeljo@mfcuinvest.com
State registrations: CA, TX
CA Ins Lic #0E01433

Mike Jones enjoys helping people with all stages of their financial lifecycle. His years of experience enable him to explain the many different products that are available today. Whether the discussion is retirement distribution or the start of college planning for a newborn, Mike would be happy to assist you.

Mike has recently returned to his hometown of San Diego with his wife and two boys. He graduated from the University of California at Riverside with a B.A. in Economics /Administrative Studies and has been in the financial services industry since 1998.

 

* Available by appointment only.

†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. Mission Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.