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.