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Wealth Management Services
through Osaic Institutions, Inc.*

A tailored approach to your specific needs

Navigating unpredictable markets requires a steady outlook guided by knowledge and experience. The Wealth Advisors at San Mateo Credit Union, available through Osaic Institutions, Inc.*, prioritize your goals, helping you define and adjust them as needed while developing strategies to reach them.

Services

We work with you to determine where you are and where you want to be. Our Wealth Advisors provide detailed explanations of your options based on your risk-tolerance and financial personality.

For every stage of life

       •  Retirement Planning - Explore the options available as part of a diversified portfolio focused on your long-range goals.
       •  Estate Planning - Define your requests for distributing your wealth and trust us to see your plans through successfully.
       •  Tax-Advantaged Investments - Take a closer look at specialized asset classes that deliver varying tax benefits.
       •  College Savings Plans - Create or fine-tune your savings plan for higher education based on multiple investment options.
       •  Life Insurance and Long-Term Care Planning - Care for your family’s future needs by ensuring you have the proper protections in place today.

Get Started

Take the first steps toward your new approach to financial planning. It all starts with a conversation to understand your goals.

Trust your financial planning needs to our experienced Wealth Advisors

Wherever you are in life and wherever you wish to be, the Wealth Management team at San Mateo Credit Union, available through Osiac Institutions*, focuses on you.

In today's market, it's essential to work with a Wealth Advisor who can provide you insight and guidance based on an understanding of your unique situation. The Wealth Advisors at San Mateo Credit Union are here to help you identify your long-range goals and develop a plan to help you meet them.

Meet the team who will soon become reliable confidants along your financial journey.

 

Anatoly Vilderman, Executive Wealth Advisor (CA Ins Lic# 0G92490)
Anatoly has been in the financial industry since 2010. He works closely with individuals and families, serving as a partner they can have      confidence in to address all of their education, retirement and income planning needs to help grow their assets and manage their wealth. He's multifaceted and results-oriented with the ability to advise clients with complex investment relationships in accordance with the client's specific goals. Anatoly is highly effective in collaborating with various departments and business partners in developing and implementing strategies to assist clients with more sophisticated needs. He holds the FINRA series 7, 63 and 65 licenses as well as California Life and Health Insurance licenses.

Emilio Johansen, Executive Wealth Advisor (CA Ins Lic# 0D76283)
Emilio has been in financial services since 2002. He believes the holistic approach to financial planning is important in the complete understanding of how all the pieces of a plan are integrated. He graduated from San Jose State University with a B.S. in Business Management and International Business and also holds series 7 and 65 securities licenses as well as California Life and Health Insurance licenses. Emilio focuses on working with clients to identify their goals and objectives, time horizons, investment philosophies and propensity for risk. He strives to help build individuals, families and his community so they are stronger personally, professionally and financially. He educates clients in the areas of retirement and retirement income planning, 401k rollover options, estate planning, insurance protection and portfolio analysis.

Christina Sellon, Wealth Team Coordinator
Christina partners with Anatoly and Emilio in supporting the clients that he works with. She is a dedicated Wealth Team Coordinator with 20+ years of experience in diverse sales environments. She's motivated to maintain customer satisfaction and contribute to the overall success of the division.

Check the background of these financial professionals on FINRA’s BrokerCheck website.

*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency. CA Agency License #OH30186. Wealth Management is a trade name of San Mateo Credit Union. Osaic Institutions and San Mateo Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

Osaic representatives do not provide tax or legal guidance. For such guidance, please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.