Investment Consultants

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Chad Franklin

FINRA: https://brokercheck.finra.org/individual/summary/5988336

Chad comes to Provident Credit Union with over 8 years of experience in the Financial Services industry. As a Financial Consultant with Provident Credit Union, Chad offers a wide array of financial services and is dedicated to develop specific strategies to help achieve your financial goals.

Chad received a Bachelor of Science degree in Finance from San Francisco State University. Chad holds FINRA Series 7 and 63 registrations and Life & Health Insurance Licenses. With his free time, Chad enjoys spending time with his family, travel, golf, and Steelhead fishing.

Chad has offices in:

  • Daly City Branch

  • Millbrae Branch

  • San Francisco (Federal Building) Branch

  • San Francisco (Financial District) Branch

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Phone: (800) 656-4096

Fax: (650) 801-7103

Email

Bob Reyen

FINRA: https://brokercheck.finra.org/Individual/1690808

Bob comes to Provident Credit Union with over 24 years of experience in financial services. A majority of his experience was with Franklin Templeton Investments, where he was a Vice-President/Regional Director for their Portfolio Advisors division. His work experience also includes Bank of America/Merrill Lynch, Northwestern Mutual, and Abner, Herrman & Brock Asset Management.

As a Financial Consultant with Provident Credit Union, Bob offers a wide range of services, from helping with individual investments and education savings to developing a retirement plan. His goal is to help members make informed investment decisions based on their specific needs.

Bob received a Bachelor of Music degree from San Francisco State University and a Masters of Music degree from the University of Michigan. He enjoys music performance along with golf, travel and cooking.

Bob has offices in:

  • Dublin Branch

  • Hayward Branch

  • San Ramon Branch

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Phone: (650) 670-7697

Fax: (650) 801-7103

Email

Matt Agius

FINRA: https://brokercheck.finra.org/Individual/4736296

Matthew comes to Provident Credit Union with over 16 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 (Series 7,24,63,65) through and Securities America. He specializes in building diversified portfolios focused on generating income and limiting risk.

Matt has offices in:

  • Los Gatos Branch

  • Palo Alto Branch

  • Sunnyvale Branch

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Phone: (408) 464-2870

Fax: (650) 801-7103

Email

Scott Pederson

FINRA: https://brokercheck.finra.org/Individual/2059828

Scott comes to Provident Credit Union with over 29 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, purchase homes, allocate current and future retirement monies, prepare for wealth transfer, and generally help create the financial lifestyle they desire.

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:

  • Folsom Branch

  • Oakland Branch

  • Walnut Creek Branch

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Phone: (510) 333-8903

Fax: (650) 801-7103

Email

Albert Conover

FINRA: https://brokercheck.finra.org/Individual/1658007

Al came to Provident Credit Union in 2004 and has over 32 years of financial consulting experience helping clients with all phases of retirement planning, Including Long Term Care, College Savings Planning, Investment Planning, and Life Insurance. His experience has been through Great Western Financial, Bank of America, and Charles Schwab.

Al holds a B.A. in Social Science from San Jose State University. He loves his grandchildren (and the rest of his family), all college sports, travel, and reading.

Albert has offices in:

  • Belmont Branch

  • Redwood Shores Branch

  • San Mateo Branch

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Phone: (650) 670-7715

Fax: (650) 801-7103

Email

Scott Yee

FINRA: https://brokercheck.finra.org/individual/summary/6909786

Scott comes to Provident with over 18 years experience in financial services with Bank of America, Morgan Stanley and Citi Personal Wealth Management along with insurance companies of Tokyo Marine Nichido, LIG, UnitedHealth care and Blue Cross.
 
As a licensed Financial Advisor, he likes to know about each individual's financial situation for a better understanding and to check where we are, how far we can go, what area we can improve to meet the retirement goal and see when they can retire worry free. It all comes with comprehensive and holistic approach on insurance, annuities, 529 college savings plan, IRA, 401(k) and tax efficient investment based on each individual’s risk tolerance and capacity. What matters to you is his top priority.

Scott has offices in:

  • Alameda Branch

  • San Jose (North) Branch

  • San Jose Branch

  • Fremont Branch

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Phone: (213) 590-3524

Fax: (650) 801-7103

Email

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