Weekdays | 10am - 5pm |
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Saturdays | Closed |
Annette Bermudez
Danville Branch Manager
Whether it’s buying your first home, refinancing to lower your payment or tapping your equity for renovations, securing a mortgage can be an incredibly stressful and emotional process – but it doesn’t need to be. Bobby takes a holistic approach to mortgages, considering your unique circumstance, lifestyle and financial objectives to match you with the product best suited to you. With more than a decade of financial experience, Bobby is familiar with every phase of the mortgage process — from origination to fulfillment to underwriting. With a degree from the Marshall School of Business at the University of Southern California, Bobby regularly calls on his business background to decipher even the most complex personal economics. This positions him to deliver great results for members with custom-tailored home loan solutions and excellent service.
John Borbon
Financial Advisor
CUSO Financial Services, L.P.1
CA Insurance License: 0J14617
John Borbon builds life-long relationships with his clients in order to deliver a full-service customer experience — combining personal attention, financial planning, and retirement advice.
“I strive to help each of my clients plan for their financial future through comprehensive analysis with their goals in mind. My passion is for educating clients about investing and retirement planning and ultimately making a difference in their lives.”
John firmly believes each investor is unique, and investing is very personal. With the highest level of professional integrity, John recommends tailor-made strategies based on each client’s individual situation to help them reach their financial goals.
1 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA, SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Check the backgrounds of our investment professionals on FINRA’s BrokerCheck.