Walnut Creek Branch

Mo has over 23 years of experience in the mortgage industry. He has funded over a billion dollars in the past 11 years. Whether you’re looking to purchase a home or refinance your existing residence, make sure you give Mo a call.

Mo has offices in:

• Redwood Shores Branch

• Walnut Creek Branch

• San Ramon Branch

CA Insurance License # 0A29181

Scott comes to Provident Credit Union with over 22 years of experience as a Financial Advisor and management experience with such firms as Charles Schwab and Merrill Lynch. As a licensed Financial Advisor, he has helped many members save for college education, allocate current and future retirement monies, prepare for wealth transfer, and generally, help create a plan that is designed around the financial lifestyle the client desires..

Scott provides unbiased choices and advice using mutual funds, annuities, life insurance, and long-term care, in addition to stocks and bonds. He has been licensed and offering investment advice since 1990, and has used his skills as a stock trader, bond trader, and wealth manager to help savers and investors make wise financial decisions.

Scott has offices in:

• Oakland Branch

• Walnut Creek Branch

• Folsom Branch