Travis Financial Services
Our experienced financial consultants are available to help with your investment needs at all Travis Credit Union branches. We want to help you strategically work toward your ultimate investment goals by identifying and prioritizing what matters to you most.
Aric Koshiyama, CRPC® Wealth Advisor Serving: VacaCommons (707) 469-1816 Email Aric Koshiyama
Michael White, CFP® Financial Consultant Serving: Cernon Branch (707) 469-1815 Email Michael White
Daryl Salcedo, CRPC® Financial Consultant Serving: Antioch, Clayton, Concord, Richmond, Atwater and Merced (707) 469-1972 Email Daryl Salcedo
Dianne Jones, CRPC® Financial Consultant Serving: Benicia, Fairfield‑Gateway, Green Valley, Napa and Vallejo (707) 469-1817 Email Dianne Jones
Harish Kumar Financial Consultant Serving: Fairfield- N. Texas, Paradise Valley, Suisun, Travis AFB and Vacaville-Peabody (707) 469-1749 Email Harish Kumar
IJ Singh, CRPC® Associate Wealth Advisor Serving: Davis, Dixon and Woodland (707) 469-4904 Email IJ Singh
Call Travis Financial Services at (888) 449-6030
As financial professionals, we will strive to maintain a high level of knowledge and specialization through licensing and continued education. We will also demonstrate integrity and honesty. We aim to provide objective guidance and strategies to meet your unique needs, and client relationships and information will be kept private and safe.
Our primary goal is to help you make well-informed financial decisions and support you throughout the journey towards achieving your financial goals. We are committed to keeping you fully informed and involved throughout this process. It is through this kind of collaboration that we will work towards making your financial goals a reality.
Cash Flow
Savings
Risk Management
Education Funding
Retirement Planning
We have found it helpful to describe the service you will receive while working together in this Financial Advisor/Client relationship. We are committed to providing the following based on a strong code of ethics: service that includes a roadmap plan, account review meetings, and performance tracking tools; communication is prompt and reliable by phone, email, digital/ in‑person meetings, and workshops or events.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. brokercheck.finra.org
The financial consultants at Travis Financial Services are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Travis Credit Union and Travis Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Travis Financial Services, and may also be employees of Travis Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Travis Credit Union or Travis Financial Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or any other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
The "Contact TFS" and "Login to Your Account" links are provided as a convenient connection between the websites belonging to Travis Credit Union and its business partner. The policies and procedures in use at our business partner may differ from those in use at Travis Credit Union. Travis Credit Union is not responsible for the content contained in our business partner website.
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