Humberto joined California Credit Union in 2017 with eight years of financial services experience. Throughout his career, he has focused on providing the resources and tailored guidance Californians need to plan their financial future, help build net worth, and help maintain and improve their financial health. Humberto’s diverse expertise includes portfolio management, variable and fixed annuities, mutual funds, and life insurance. A Series 7- and Series 66-licensed investment professional, Humberto studied finance at California State University, Northridge and has held banking and advisory roles at Wescom Financial Services, Chase Bank, and Wells Fargo. Away from the business, Humberto enjoys cooking, dining, golf, hikes, and camping.
*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.