Investments

Albert, our CFS Financial Consultant, offers his clients industry expertise and is committed to providing personalized full-service planning. He helps clients pursue their financial goals by providing a comprehensive assessment and assisting with services such as retirement planning, income distribution, tax-advantaged investments, fixed and variable annuities, rollover strategies and trust and estate planning. “For 17 years, I have been helping clients achieve their financial goals. I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals." *By appointment only

Chris, our CFS Financial Consultant, offers his clients industry expertise and is committed to providing personalized full-service planning. He helps clients pursue their financial goals by providing a comprehensive assessment and assisting with services such as retirement planning, income distribution, tax-advantaged investments, fixed and variable annuities, rollover strategies and trust and estate planning strategies. "Since 2007, I have been working with clients to help them meet their financial goals. The first step in the process is to listen to the goals of each client. Next, we create a financial plan through communication and education. Once the plan is implemented, I monitor it while working closely with the client to make any necessary changes. My wife Jodi and I reside in La Quinta, Ca. with our two beautiful daughters, ages 17 and 15. Most weekends are spent traveling Southern California to their club soccer matches. When not attending a soccer match I enjoy running and helping coach baseball at the local high school."

Altura Credit Union is pleased to introduce you to Darren York, our CFS Financial Consultant. Darren is a licensed professional, trained to objectively analyze your insurance and investment needs in order to help you create a financial plan designed to meet your unique goals. "I have been helping members since 1999 and have been an advisor at Visterra Credit Union, now Altura Credit Union, since 2004. Specializing in retirement planning, I am dedicated to guiding my clients toward reaching their financial goals by understanding their needs, offering sound investment advice and providing a high level of personal service. Through regular updates and portfolio reviews, I can help you stay on top of your assets and help you manage your future." *By appointment only

Altura Credit Union is pleased to introduce you to Thoeurn Indy, our Senior CFS Financial Consultant.  Thoeurn is a licensed professional, trained to objectively analyze your insurance and investment needs in order to help you create a financial plan designed to meet your unique goals. “Client focused with individual attention. For the past 20 years, I have been helping clients prepare for their financial goals. I believe that the first step is to have a plan, that is why I work with my clients to develop a comprehensive financial plan to guide them in achieving their goals. I am a husband and proud father to three awesome girls. We have resided in the Inland Empire and serviced the community since 2006 and love being a part of this wonderful community. In our spare time, we love to travel and enjoy long road trips together." *By appointment only To set an appointment, contact my assistant Fe Obongen at C: 951.202.2479