Carl began his professional career in the financial services industry in 1984 and has been associated with North Island since 1999. Carl, a CERTIFIED FINANCIAL PLANNER®, believes strongly about the role of taxes in financial planning. He has an "Enrollment to Practice before the Internal Revenue Service" designation, and earned an undergraduate degree from Notre Dame and a Master's degree, with honors, at the College for Financial Planning. Carl also served in the Navy for eight years as a Naval Aviator and has taught at the College for Financial Planning and at Rollins College. CA Insurance LIC# 0775165
David began his career in the financial services industry in 1994 and has been associated with North Island since 2006. David, a Certified Funds Specialist, concentrates on individual and small group business retirement plans and investments. He also helps individuals and companies with their risk management needs using life, disability, and other insurance products, and has completed the Life Underwriter Training Council Fellow (LUTCF) series. David holds a Bachelor's degree in Communications as well as a Master's degree. CA Insurance LIC# 0B32405
Greg began his professional career in the financial services industry in 1984 and has been associated with North Island since 1993. Greg, a Certified Fund Specialist, concentrates on long-term investment planning and tax-advantaged investing. He holds a Bachelor's degree in business and a Master's degree in finance. CA Insurance LIC# 0A64729
Kron began his professional career in the financial services industry in 1995 and has been associated with North Island since 1999. Kron, a graduate of the Morgan Stanley Dean Witter Securities Training Program, uses his securities and investments experience to help members reach their goals. Prior to his financial services career, Kron had a distinguished Navy career as the Commanding Officer of a Helicopter Combat Squadron. In addition, he also served in Operation Desert Storm and was a lecturer at the Naval Postgraduate School. CA Insurance LIC# 0B43521
Tracie began her professional career in the financial services industry in 1987 and has been associated with North Island since 1999. Tracie has a background in securities, variable annuities, and life and disability, which make her well prepared to help her clients plan their financial future. Tracie, a graduate of San Diego State University, has a B.S. in Business Administration, with an Emphasis in Finance. CA Insurance LIC# 0A67914
Terms & Conditions
Financial Consultants are registered with and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. North Island Credit Union and the Investment Department at North Island Credit Union are not registered broker dealers, nor are they affiliated with LPL Financial. Representatives are employees of North Island Credit Union and registered through LPL Financial. North Island Credit Union CA Insurance license #0719223.
|Not NCUA Insured||No Credit Union Guarantee||May Lose Value|
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Florida, Georgia, Idaho, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington.