Investment Services & Financial Advisors

Financial Planning

We care about your financial well-being and know you have goals, such as buying a house, paying for your children’s education, saving for retirement, or creating a retirement income stream. We can help you with creating a plan to reach your goals.

Our experienced financial advisors are registered through CUSO Financial Services, L.P. (CFS)1, and can help you choose strategies that fit you, your family, and your budget. These include:

  • 401(k) Rollover Options
  • Roth & Traditional IRA’s
  • IRA Transfers
  • Life Insurance Protection
  • Tax-Deferred Investing
  • Retirement Planning
  • Saving for College

Learn about what to expect from an advisor consultation.

Financial Advisors

Our CFS financial advisors have over 100 years of collective experience. Contact a financial advisor in your area for a no-obligation consultation.

Josephine Anacleto, CRPC®

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.

Financial Advisor
CUSO Financial Services, L.P.
(858) 769-7388 | Email Josephine
Branch Locations: El Cajon, La Mesa
CA Insurance LIC# 0D62704


David Daubenspeck, CFS®, CIS™

David Daubenspeck, CFS, CIS, at North Island

David began his career in the financial services industry in 1994 and has been associated with North Island since 2006. David, a Certified Funds Specialist® and Certified Income Specialist™, concentrates on individual and small group business retirement plans and investments. He also helps individuals and companies with their risk management needs using life, disability, and other insurance products. David holds a Bachelor's Degree in Communications as well as a master's degree.

Financial Advisor
CUSO Financial Services, L.P.
(858) 769-7627 | Email David
Branch location: 5th & Laurel, Kearny Mesa

CA Insurance LIC# 0B32405


Greg Bond, CFS®

Greg Bond, CFS at North Island

Greg began his professional career in the financial services industry in 1984 and has been associated with North Island since 1993. Greg, a Certified Fund Specialist®, concentrates on long-term investment planning and tax-deferred investing. He holds a Bachelor's Degree in Business and a Master's Degree in Finance.

Financial Advisor
CUSO Financial Services, L.P.
(858) 769-7939 | Email Greg
Branch location: Chula Vista East, North Island Naval Air Station
CA Insurance LIC# 0A64729


Kron Littleton

Kron Littleton at North Island

Kron began his professional career in the financial services industry in 1995 and has been associated with North Island since 1999. Kron uses his securities and investments experience to help members reach their goals. Prior to his financial services career, Kron was a career naval officer which included assignments as commanding officer of a helicopter combat squadron, deployed to Desert Storm as air officer, USS Tripoli, LPH 10, and was a military lecturer at the Naval Postgraduate School (1992-94).

Financial Advisor
CUSO Financial Services, L.P.
(858) 769-7938 | Email Kron
Branch locations: Imperial Beach, South Bay
CA Insurance LIC# 0B43521.


Tracie Markson-Krosky

Tracie Markson-Krosky at North Island

Tracie began her professional career in the financial services industry in 1987 and has been associated with North Island since 1999. Tracie has a background in securities, variable annuities, and life and disability, which make her well prepared to help her clients plan their financial future. Tracie, a graduate of San Diego State University, has a Bachelor’s of Science in Business Administration with an emphasis in finance.

Financial Advisor
CUSO Financial Services, L.P.
(858) 769-7933 | Email Tracie
Branch locations: Mira Mesa, Scripps-Poway
CA Insurance LIC# 0A67914


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