California Credit Union is a federally insured, state chartered credit union founded in 1933 with assets over $4.5 billion, nearly 200,000 members and 24 retail branches. The credit union serves community members and businesses in the California counties of Los Angeles, Orange, Riverside, San Bernardino, San Diego and Ventura as well as school employees throughout the state. The credit union operates in San Diego and Riverside Counties as North Island Credit Union, a division of California Credit Union. The credit union offers a full suite of consumer, business and investment products and services, including comprehensive consumer checking and loan options, personalized financial planning, business banking, and leading-edge online and mobile banking. California Credit Union is certified as a Community Development Financial Institution (CDFI) with a Low Income Designation, offering inclusive products and services to build financial stability in our underserved communities, including a checking account certified as meeting the Bank On National Account Standards.
Throughout my life, building relationships and helping others has been an integral part of who I am. I chose a career in financial services because I enjoy working with people and believe I can make a positive impact through personal connections. I dedicated the first 20 years of my Edward Jones career to making a difference in the lives of the families I served here in the greater Los Angeles area and across several states. In 2011, I was honored with the opportunity to be named limited partner and I’m proud to be a part of the Edward Jones family in this capacity. I have been a resident of Santa Clarita since 2006 and now I’m excited to build my practice and spend the next 20 years of my career serving my community, family and friends while continuing to grow my network of professional and personal contacts. You may find me and my family exploring our local trails on hikes, dining out, playing at our beautiful parks or taking martial arts and Krav Maga classes at our local martial arts studio.
At Edward Jones, our clients’ best interest comes first, and we strive to make sure they feel heard and understood. It’s important that we understand their unique story so that together, we can create custom solutions that leave a lasting impact in their lives. My team stands ready to serve families, business owners, women and pre-retirees who are serious about preparing and reaching their financial goals while building and protecting wealth.
We look forward to the opportunity to welcome you to our Edward Jones family and would love the opportunity to earn your trust and business. Connect with our team by calling the Santa Clarita office at (661) 288-2120 to schedule your complimentary
appointment to learn more about how we can partner together.
