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Travis Financial Services (TFS) offers access to investment and insurance products through LPL Financial, which supports people like you in more than 4,500 branch offices nationwide. 

Our experienced TFS financial consultants are available to help with your investment needs at all Travis Credit Union branches. We want to assist you with identifying, prioritizing and helping you strategically reach your ultimate investment goals.

Make an appointment with a TFS financial consultant today!

Call (888) 449-6030

Login to Your Account Email TFS

 


Aric Koshiyama, Wealth Advisor

Aric Koshiyama

Wealth Advisor
Serving: VacaCommons and Nut Tree
Office: (707) 469-1816 or
(800) 877-8328, ext. 1816
Fax: (707) 469-1814

Heidy Dacanay, Wealth Advisor Associate

Heidy Dacanay

Wealth Advisor Associate
Serving: VacaCommons and Nut Tree
Office: (707) 469-1911 or
(800) 877-8328, ext. 1911
Fax: (707) 469-1814


Michael White, Financial Consultant

Michael White

Financial Consultant
Serving: Cernon Branch
Office: (707) 469-1815 or
(800) 877-8328, ext. 1815
Fax: (707) 451-1142

Dianne Jones TFS rep portrait

Dianne Jones

Financial Consultant
Serving: Benicia, Fairfield-Gateway,
Fairfield-Green Valley, Napa and Vallejo
Office: (707) 469-1817 or
(800) 877-8328, ext. 1817
Fax: (707) 469-1814


Benjamin Crombie TFS rep portrait

Benjamin Crombie

Financial Consultant
Serving: Fairfield- N. Texas, Paradise Valley,
Suisun, TAFB
Office: (707) 469-2098 or
(800) 877-8328, ext. 2098
Fax: (707) 425-5361

Daryl Salcedo TFS rep portrait

Daryl Salcedo

Financial Consultant
Serving: Antioch, Clayton, Concord,
Richmond, Atwater and Merced
Office: (707) 469-1972 or
(800) 877-8328, ext. 1972
Fax: (707) 469-4952


Brent Fisk TFS rep portrait

Brent Fisk

Financial Consultant
Serving: Davis, Dixon, Peabody and Woodland
Office: (707) 469-1832 or
(800) 877-8328, ext. 1832
Fax: (707) 469-1814
 


Make an appointment with a TFS financial consultant today!

Login to Your Account

 


Check out your broker with BrokerCheck by FINRA. http://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.