Esteban Zuno

SVP Wealth Management and Insurance Services

Role
SVP Wealth Management and Insurance Services at Redwood Credit Union
Location
Napa, CA, US
LinkedIn followers
500 followers

About Esteban Zuno

As SVP Wealth Management and Insurance Services-I lead our Wealth Management, Insurance Services team in being the financial service leader for the communities we serve by helping people pusue their financial goals and dreams. Our teams are able to support Members in wide range of financial service solutions by taking the time to understand their needs and make recommendations that are in line with their objectives. Please direct all business communications to me at e••••@redwoodcu.org.Esteban Zuno is a registered representative with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Redwood Credit Union and Redwood Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Redwood Wealth Management, and may also be employees of Redwood Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Redwood Credit Union or Redwood Wealth Management. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

  1. SVP Wealth Management and Insurance Services

    Redwood Credit Union

    Dec 2024 — Present

Education

  • Loyola Marymount University

    Executive Certificate of Financial Planning Program

    2009 — 2009

  • Loyola Marymount University, College of Business Administration

    Bachelor of Business Administration: Finance and Management, Business Administration

    2002 — 2006

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