Mission City Investment Services

On many occasion Mission City Federal Credit Union members have asked for investment advice. They’ve asked us:
  • How do I plan for retirement?
  • How best do I budget to send my kids to college?
  • How can I make my money work better for me?
  • Can you give me a second opinion on my retirement plan?

We have always wanted to provide members with qualified answers to these questions, and now we are confident that we can.

After much research and careful consideration we are pleased to introduce Curt Davis, who will head Mission City Investment Services located inside of Mission City Federal Credit Union. Curt brings to you over 28 years of investment experience, and is a Certified Financial Practitioner (CFP®) as well as a Chartered Financial Consultant (ChFC®).

“Curt might be new here, but he’s definitely not new to financial planning.” -David Waterman, CEO Mission City FCU

Curtis was licensed in October 17, 1987 – the same day as the great stock market crash of the 80’s. Since then he has helped guide people with their investments through market crashes and rebounds, through dot com booms and bubble bursts, and through banking crisis and upswings. Now his advice is available to you.

Ask Curt

You are welcomed and encouraged to stop in and ask him your investment questions. Even if you already have a financial advisor, ask Curt for a second opinion.

Contact Curt

Walk-ins: Welcome 10AM to 4PM at the branch daily.
By phone: (408) 244-5818 ext. 150
Email: CDavis@missioncityinvest.org
Online: www.MissionCityInvest.org
 

Mission City Investment Services

1395 Franklin Street
Santa Clara, CA 95050

P: (408) 244-5818 opt. 7

F: (408) 244-9390

cdavis@missioncityinvest.org