Meeting with an In-Branch Wealth Management Advisor
What You Can Expect From Us
One-to-one Financial Advice
We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.
Personalized Recommendations
We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular Meetings
We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.
Anytime Access
At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with your advisor safely and securely.
Connect to a Wealth Management Advisor
Meet our Financial Advisors
Program Manager
Brian Venn CFP®
Program Manager
As the Program Manager, Brian is determined to lead the team to bring a world class advice and relationship experience to every member. Our team focuses on what is important to our members and, through the use of planning, align their financial resources to deliver on those priorities.
Los Angeles Team
Sean Coumans
Financial Advisor
California Credit Union Wealth Management
A financial advisory practice of Ameriprise Financial Services, LLC
As a Financial Advisor with 16 years of experience, Sean specializes in financial planning concepts utilizing tax efficient investments, estate planning strategies, retirement, and income planning to help members realize their financial goals. Sean prioritizes a systematic non-emotional approach ensuring frequent meetings to be certain the plan is conducive with the member’s end goals and wishes.
Mike Greene
Financial Advisor
California Credit Union Wealth Management
A financial advisory practice of Ameriprise Financial Services, LLC
With over 30 years of experience in the financial services industry, Mike applies his experience and knowledge to customize a well-balanced portfolio for our members. Through financial planning, he can assist members in reaching their financial goals and protect their financial future for generational wealth planning.
Tim Camas
Financial Advisor
California Credit Union Wealth Management
A financial advisory practice of Ameriprise Financial Services, LLC
Tim has been in the financial services industry for over two decades. He takes pride in educating our members and helping them plan for their future. Tim provides a higher level of service by customizing his members’ financial plans and portfolios for their specific needs. Generational wealth planning is another area of focus for Tim. He can help your family plan for the next generation.
Dominick M. Divine
Financial Advisor
California Credit Union Wealth Management
A financial advisory practice of Ameriprise Financial Services, LLC
Dominick has over three decades of experience assisting members in growing, maintaining, and transferring their assets. Using our financial planning process, he helps members identify their financial goals and then determine necessary steps and solutions to assist them in reaching those goals.
San Diego Team
Josephine Anacleto, CRPC®
Financial Advisor
North Island Credit Union Wealth Management
A financial advisory practice of Ameriprise Financial Services, LLC
As a Chartered Retirement Planning Counselor (CRPC) with over two decades of experience, Josephine is passionate about helping members achieve their financial goals. Her experience is in retirement planning and wealth management. She helps guide members towards a retirement that meets their goals, optimizing tax efficiency and estate preservation by providing a personalized solution.
Carlo Boton, CFP®
Financial Advisor
North Island Credit Union Wealth Management
A financial advisory practice of Ameriprise Financial Services, LLC
As a Certified Financial Planner professional, Carlo leads his Team Practice with financial planning. Every team member is focused on determining household financial goals, creating a financial plan to help meet goals, and executing plan with a given appetite for risk. Mindful that financial planning is evolving, Carlo recalibrates plans accordingly relative to life changing events in the household.
Manuel Horner
Financial Advisor
North Island Credit Union Wealth Management
A financial advisory practice of Ameriprise Financial Services, LLC
Manuel Horner is a Certified Military Financial Advisor® with 17 years of experience. He provides financial planning focused on the growth, protection, and distribution of assets. He provides personalized advice through a deep understanding of his members’ personal, family, and generational financial needs.
Tom Stout
Financial Advisor
North Island Credit Union Wealth Management
A financial advisory practice of Ameriprise Financial Services, LLC
Tom has 17 years of experience in the financial services industry and has been helping our members with wealth management and estate planning strategies. Tom holds a Masters of Law in Taxation from the University of San Diego, a law degree (J.D.) from the University of Idaho, and a Bachelor of Arts Degree from Brigham Young University.
Kevin Witowich
Financial Advisor
North Island Credit Union Wealth Management
A financial advisory practice of Ameriprise Financial Services, LLC
As a financial advisor, Kevin engages members through in-depth consultations. He gains insights into objectives, risk tolerance, and time horizons, and with this information he formulates personalized financial strategies that align with members’ goals. This involves recommending suitable investment options, optimizing asset allocation, and providing guidance on tax and estate planning strategies.
Stephen H. Geribo
Financial Advisor
North Island Credit Union Wealth Management
A financial advisory practice of Ameriprise Financial Services, LLC
Stephen is a 25-year tenured advisor with a focus on financial planning. He spent nearly a decade working for a CPA firm. He places an emphasis on smart tax planning, helping members customize their portfolio allocation and leveraging complex strategies designed to help save lifetime taxes.
| Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value |
Ameriprise Financial has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise, but has a revenue sharing relationship with Ameriprise, which creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Certified Military Financial Advisors program is not affiliated or endorsed by the U.S. Department of Defense, or any other federal or state government program. For the most current rules, regulations and laws regarding benefits offered through the federal government or Department of Defense, please consult with their websites or contact the appropriate offices directly.
California Credit Union is not affiliated with Ameriprise Financial, Inc.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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