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.
North County Inland985 Civic Center Drive, Suite 106
Vista, CA 92083
Escondido, Oceanside, San Marcos, Vista
State registrations: AZ, CA, FL, GA, KY, MA, NM, OR, SC, TX, UT
CA Ins Lic #0B42873
Carlos began his investment career in 1993. 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.
North County Central8198 Mira Mesa Blvd
San Diego, 92126
Carmel Mountain Ranch, Mira Mesa, Mira Mesa West, Poway, Rancho Bernardo, Scripps Ranch
State registrations: CA, CO, HI, NV, OR
CA Ins Lic #0G85836
David enjoys helping clients reach their financial goals through disciplined planning, personal connections, superior service and sound investment principles.
David’s thoughts on financial planning: “No matter where you are on the road to retirement, I'm here to help. If you've just started, we'll work together to develop a long-term investment strategy. If you’re already investing, we can review your progress and refine your strategy. If you're nearing retirement, we'll assess where you are and where you want to be headed. Or if you're already retired, we'll focus on strategies designed to help you maintain the lifestyle you want.”
David has been an Investment Representative since 2009 and he graduated from California State University, Chico with a degree in Finance in 1999. David grew up and attended high school in the Rancho Bernardo/Poway area, served in the US Army and is married with two beautiful daughters. He enjoys golf, spending time with family, traveling and most sports.
Central County269 West Washington St.
San Diego, CA 92103
Clairemont, Linda Vista, Little Italy*, Mission Hills, Mission Valley
Paul Vanden Brook
State registrations: CA, AZ, TX
CA Ins Lic #0B58021
Paul’s career in a variety of roles in the financial industry has given him extensive experience in serving his clients and helping them achieve their goals. Paul has more than 21 years of experience in investment, insurance and banking services. Working at financial institutions, he gained knowledge from every position he held, from Teller to Branch Manager. His interest in investment and insurance services led him to become a licensed investment representative. To Paul, the professional knowledge he has gained, combined with his ability to build relationships and treat others with respect, helps him assist his clients with financial planning for every stage of life.
Paul earned his BS in Finance from Ferris State College in Big Rapids, Michigan.
North County Coastal710 Carlsbad Village Dr.
Carlsbad, CA 92008
Carlsbad, Carmel Valley, Encinitas, Solana Beach
State registrations: CA, CO, NC
CA Ins Lic #0H87766
Terry uses his knowledge of investment products and financial markets to help his clients learn more about their options. He has over 7 years of experience in the financial industry, of which 5 are as an investment representative. At Charles Schwab, he served as a Retirement Services Specialist, assisting his clients with recommendations whether they were planning for retirement or looking for supplemental income during retirement. Terry’s understanding of financial planning, enhanced by his research and organizational skills, helps him review and discuss investment objectives with his clients, whether they are building their career, expanding their family or enjoying their retirement.
Terry holds a BA in Political Science from the University of California San Diego. In his free time, he gives back to the community as an assistant Scout Master with Boy Scouts of America.
South County599 Telegraph Canyon Rd
Telegraph Canyon, CA 91910
Eastlake, National City*, Telegraph Canyon, Terra Nova, South Bay
Logan Lepe, CRPC®
State registrations: AK, CA, NM
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. Logan is a Chartered Retirement Planning CounselorSM (CRPC®) who can provide you with an understanding of complex pre- and post-retirement issues. He feels very fortunate to have 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.
East County5500 Grossmont Center Dr Suite 113
La Mesa, CA 91942
College Grove*, El Cajon, La Mesa, Rancho San Diego, San Carlos*, Santee
Michael T. Jones
State registrations: AZ, CA, IA, NM, TX, WA
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.
†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.