Welcome to the new Monterra Credit Union website
We’re ready to improve your banking experience with our new and improved website. Take a tour to see what changes have been made and where you can find the products that you’re most interested in.
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Meet Our Advisors
Trust your financial planning needs to our experienced Wealth Advisors
Wherever you are in life and wherever you wish to be, the Wealth Management team at Monterra Credit Union, available through Osaic Institutions*, focuses on you.
In today's market, it's essential to work with a Wealth Advisor who can provide you insight and guidance based on an understanding of your unique situation. The Wealth Advisors at Monterra Credit Union are here to help you identify your long-range goals and develop a plan to help you meet them.
Meet the team who will soon become reliable confidants along your financial journey.
Emilio Johansen, Executive Wealth Advisor (CA Ins Lic# 0D76283)
Emilio has been in financial services since 2002. He believes the holistic approach to financial planning is important in the complete understanding of how all the pieces of a plan are integrated. He graduated from San Jose State University with a B.S. in Business Management and International Business and also holds series 7 and 65 securities licenses as well as California Life and Health Insurance licenses. Emilio focuses on working with clients to identify their goals and objectives, time horizons, investment philosophies and propensity for risk. He strives to help build individuals, families and his community so they are stronger personally, professionally and financially. He educates clients in the areas of retirement and retirement income planning, 401k rollover options, estate planning, insurance protection and portfolio analysis.
Anatoly Vilderman, Executive Wealth Advisor (CA Ins Lic# 0G92490)
Anatoly has been in the financial industry since 2010. He works closely with individuals and families, serving as a partner they can have confidence in to address all of their education, retirement and income planning needs to help grow their assets and manage their wealth. He's multifaceted and results-oriented with the ability to advise clients with complex investment relationships in accordance with the client's specific goals. Anatoly is highly effective in collaborating with various departments and business partners in developing and implementing strategies to assist clients with more sophisticated needs. He holds the FINRA series 7, 63 and 65 licenses as well as California Life and Health Insurance licenses.
Christina Lucien, Wealth Team Coordinator
Christina partners with Emilio in supporting the clients that he works with. She is a dedicated Wealth Team Coordinator with 20+ years of experience in diverse sales environments. She's motivated to maintain customer satisfaction and contribute to the overall success of the division.
Check the background of these financial professionals on FINRA’s BrokerCheck.
* Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency. CA Agency License #OH30186. Wealth Management is a trade name of Monterra Credit Union. Osaic Institutions and Monterra Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.
Osaic Institutions representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Osaic Institutions representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Online Banking
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