Belmont Community Branch

Experience, trust, efficiency, knowledge and service best describes my two plus decades in real estate financing. I am passionate about helping my clients find the best solution to meet their financial goals and needs, and would love the opportunity to work with you!  Please reach out to me.

Norm has offices in:

• San Francisco (Financial District) Community Branch

• Belmont Community Branch

• Palo Alto Community Branch

• San Jose (North) Community Branch

• San Jose Community Branch

CA Insurance License #0E30748

Matthew comes to Provident Credit Union with over 17 years of experience as a licensed Financial Advisor. Prior to Provident, he managed client accounts with Chase Investment Services, Wells Fargo Private Client Services, and Citicorp Smith Barney.

Matthew earned his Bachelors of Science degree in Finance at San Jose State University and is a licensed FINRA representative holding FINRA Series 7 and 24 and NASAA Series 63 and 65 licenses through Osaic Wealth, Inc. He specializes in building diversified portfolios focused on generating income and limiting risk.

Matthew has offices in:

• Belmont Community Branch

• Redwood Shores Community Branch

• Los Gatos Branch