North Island branches and Contact Center will be closed Monday, September 7, in observance of Labor Day.
Digital Banking, ATMs, and the Automated Telephone Attendant will continue to be available as usual.

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Investment Services and Financial Advisors

When it comes to your financial well-being, the Investment Department at North Island Credit Union can help you put together a plan to manage your assets.
 

Financial Planning

In order to reach your financial goals such as buying a house, paying for your children's education, or saving for retirement, you need to have a plan.
 
Our experienced Financial Advisors are registered through CUSO Financial Services, L.P. (CFS)*, and can help develop a comprehensive plan customized to your individual situation and needs. Plans address retirement planning, educational funding, asset management, estate planning, charitable giving, etc.

For more information about Retirement Planning, click here.

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.
 
 
 
Carl Federici, CFP®
Program Manager, Financial Advisor
CUSO Financial Services, L.P.
(858) 769-7927 | email Carl
Branch locations: El Cajon, La Mesa
 
Carl began his professional career in the financial services industry in 1984 and has been associated with North Island since 1999. Carl, a CERTIFIED FINANCIAL PLANNER® professional, believes strongly about the role of financial planning. He earned an undergraduate degree from Notre Dame and a Master's degree, with honors, at the College for Financial Planning. Carl also served in the Navy for eight years as a Naval Aviator and has taught at the College for Financial Planning and at Rollins College, 1996-1999. CA Insurance LIC# 0775165 
 
David Daubenspeck, CFS®, CIS™
Financial Advisor
CUSO Financial Services, L.P.
(858) 769-7627 | email David
Branch location: Centre City, Kearny Mesa
 
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. CA Insurance LIC# 0B32405
Greg Bond, CFS®
Financial Advisor
CUSO Financial Services, L.P.
(858) 769-7939 | email Greg
Branch location: Chula Vista East, North Island Naval Air Station
 
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. CA Insurance LIC# 0A64729
Kron Littleton
Financial Advisor
CUSO Financial Services, L.P.
(858) 769-7938 | email Kron
Branch locations: Imperial Beach, South Bay
 
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). CA Insurance LIC# 0B43521.
Tracie Markson-Krosky
Financial Advisor
CUSO Financial Services, L.P.
(858) 769-7933 | email Tracie
Branch locations: Mira Mesa, Scripps-Poway
 
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 B.S. in Business Administration, with an Emphasis in Finance. CA Insurance LIC# 0A67914
Terms & Conditions
*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.
 
Not NCUA Insured or Otherwise Federally Insured Not Guarantees or Obligations of the Credit Union May Involve Investment Risk, May Lose Value