Or visit one of our 39 locations
Or visit one of our 39 locations
Financial Advisor, SDCCU Investment Services - CA Insurance LIC# 0D39502
When I was a child, math was by far my best subject and I enjoyed meeting new people and helping where I could. I decided to combine my two passions into a career in financial services. I began my career in 2005 as a banker with Wells Fargo where I learned the "ins and outs" of our financial system. Although I enjoyed my time as a banker, in 2010, I was presented with an opportunity to become a financial advisor while employed with JP Morgan and haven't looked back. In 2023, the notion of working in a more tight-knit financial community piqued my interest and I decided to join SDCCU Investment Services. I love the relationship that SDCCU has with its members and I was drawn to the close community feel.
I was born and raised in San Diego (Go Padres) and currently reside in Rancho Santa Margarita, CA with my wife Maeden and our two boys. I can often be found coaching and watching my sons play various sports. In between games, our family loves being outdoors and can often be found enjoying the local beaches, mountains and deserts that our beautiful country has to offer. In my spare time, I volunteer with the Leukemia and Lymphoma Society, an organization near and dear to my heart. Our team, "Dylan's Pistons," has raised over $11k for the organization.
I enjoy helping people and I pride myself as a guide to help my clients navigate their financial journey. Everyone has a different story and the path is never a straight line. I lead with planning because I strongly feel that without a plan you cannot pursue your goals.
• FINRA Series 7, 66 licenses held through LPL Financial
• CA Insurance License #0D39502
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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. San Diego County Credit Union and SDCCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SDCCU Investment Services, and may also be employees of San Diego County Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Diego County Credit Union or SDCCU Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on Advisor(s) Registration* AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA. Securities and insurance offered through LPL or its affiliates are:
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. LPL Financial Form CLS.
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Thank you for your interest in applying for a low-rate credit card from SDCCU. You can apply by one of the convenient ways below.
Open an account online to become a member.
Once you are a member, apply for your credit card through Internet Branch online banking.
Open Account
There are many convenient branch locations throughout Southern California.
Find Branch
Thank you for your interest in applying for a low-rate auto loan from SDCCU. You can apply by one of the convenient ways below.
Visit a Dealership.
When you’re at the franchise dealership, tell them you want to finance through SDCCU. Upon approval, they can set you up for membership and complete your loan on the spot.
There are many convenient branch locations throughout Southern California.
Find Branch
Open an account online to become a member.
Once you are a member, apply for your auto loan through Internet Branch online banking.
Open Account
Thank you for your interest in applying for a personal loan from SDCCU. You can apply by one of the convenient ways below.
Open an account online to become a member.
Once you are a member, apply for your personal loan through Internet Branch online banking.
Open Account
There are many convenient branch locations throughout Southern California.
Find Branch
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