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.
Check the background of the investment professionals associated with this site on FINRA’s BrokerCheck.
North County Inland985 Civic Center Drive, Suite 106
Vista, CA 92083
Escondido, Oceanside, San Marcos, Telegraph Canyon, Terra Nova, 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, and continues to get great satisfaction from teaching his clients about financial products so that they leave the meeting with a better understanding than they came in with. He has an extensive background in retirement planning, both on individual and corporate levels. Carlos is well versed in IRAs, 401(k)s, 403(b)s, Defined Benefit Plans and Pensions. He also specializes in the area of college planning. He is knowledgeable about the many uses of life insurance, including their use in Estate, Retirement and Business Planning. Carlos will provide you with the information, knowledge and guidance to help make a brighter financial future for you and your family. Carlos is bilingual and can also assist in providing investment advice to our Spanish speaking members.
Carlos graduated from Cal Poly Pomona where he majored in Finance. He enjoys spending his free time with his family and participating in obstacle course racing.
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.
North County Coastal710 Carlsbad Village Dr.
Carlsbad, CA 92008
Carlsbad, Carmel Valley, Clairemont, Encinitas, Linda Vista, Little Italy, Mission Hills, Mission Valley, 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.
East County5500 Grossmont Center Dr Suite 113
La Mesa, CA 91942
College Grove*, Eastlake, El Cajon, La Mesa, National City, Rancho San Diego, San Carlos*, Santee, South Bay
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.