anacleto

Josephine Anacleto CRPC®

Financial Advisor

CUSO Financial Services, L.P.

at North Island Credit Union

Email: janacleto@ccu.com
Phone: (858) 769-7388

Branches Locations: El Cajon, La Mesa

CA Insurance LIC# 0D62704

Check the background of this investment professional on FINRA BrokerCheck

Josephine began her professional career in the financial services industry in 2002 and has been associated with North Island since 2004. Josephine takes a holistic approach to help credit union members meet their long-term goals and plan for their financial future. Josephine holds the Chartered Retirement Planning CounselorSM (CRPC) designation and obtained an Executive Financial Planner Advanced Certificate from SDSU College of Extended Studies. In addition, she is a graduate of Marquette University where she earned her first Bachelor’s degree. She holds a second Bachelor’s degree as well as Master’s Degree from the University of Wisconsin.

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*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.