Mark Fantasia – CFS* Registered Investment Representative
Mark understands that family relationships are important in financial planning.
Mark has a unique ability to work with the multiple generations of a client's family to build financial strategies that will support estate planning needs. Mark has successfully worked with his clients in developing retirement and estate conservation financial strategies that can carry the client through their retirement years and assist in protecting their estate when it is time.
His philosophy for financial planning is an ongoing relationship with his clients, carefully constructing appropriate asset allocation models customized to each client's needs, and consistently monitoring his client's portfolios.
Mark attended the University of Rhode Island. He majored in finance and marketing. Mark holds FINRA Securities Series 7, 63, 65 licenses and is Life and Disability licensed in the state of Massachusetts. FINRA licensed in: CA, CT, FL, MD, MA, and NH and is a Chartered Retirement Planning Counselor.
Contact Mark by email: firstname.lastname@example.org or by phone at: 978-353-7172
David M. Earls – CFS* Registered Representative
Prior to joining the Retirement Planning and Investment Center through CFS*, David worked as a Registered Representative with Phoenix Home Life in their Boston agency. While at Phoenix his business focused on complete financial services including college and estate planning, investment advice, retirement planning and, where applicable, general business advice.
Prior to joining Phoenix, Mr. Earls spent 20 years at Sanitoy Inc., a manufacturer and distributor of infant toys and accessories, located in Fitchburg. His last 9 years with Sanitoy were spent as its Chief Financial Officer. Mr. Earls graduated from Assumption College in Worcester in 1974 with a Bachelor of Arts degree, majoring in Math and Economics. Shortly after joining Sanitoy, he returned to Bentley College to expand his knowledge of accounting. He earned a Certificate in Accounting from Bentley in 1982. FINRA Licensed in: AZ, CA, CT, DC, FL, IL, MA, ME, MS, NC, NE, NH, NJ, NM, and NY he is also a Chartered Retirement Planning Counselor.
Contact David by email: email@example.com or by phone at: 978-353-7141
Len Cannon – CFS* Registered Investment Representative
Before joining Workers, Len started his career as a financial advisor associate with the national brokerage Smith Barney, and later transitioned to the position of Sr. VP of Investments at Westminster Financial Securities, a national independent brokerage. He is servicing the Groton, Townsend, Acton and Chelmsford branches and surrounding communities for Workers Credit Union.
Len strives to provide the high quality service and guidance that you have come to expect from Workers. Len holds a Bachelor of Science in Education from Georgia State University and carries series 7, 63, and 65 securities licenses, and is FINRA Licensed in NH, MA, CT, NC, TX and CA. He also has life and health insurance licensing, so his background allows him to service and discuss all your investment and insurance needs.
Contact Len by email: firstname.lastname@example.org or by phone at: 978-353-7147
Joe Ciejka – CFS* Registered Investment Representative
Joe Ciejka, has joined Workers Credit Union as an Investment Representative in the Water Tower Office.
For over twenty six years, Joe has helped many people by advising and customizing their financial plans, as well as monitoring them so they can stay on track with their financial goals.
Contact Joe by email: email@example.com or by phone at: 978-353-5230
Ryan LeBlanc - CFS* Registered Investment Representative
Ryan LeBlanc, has joined Workers Credit Union as an Investment Representative in the Lunenburg Office. Previous to joining Workers, Ryan was a Financial Advisor for Baystate Financial Services, based out of Worcester with ten years of experience in financial planning and investments. Ryan’s strength lies in providing financial insight on preparing for retirement, funding a college education, conserving an estate and protecting loved ones from the expense of long-term health care, as well as other investment advice.
Ryan graduated from University of Massachusetts, Dartmouth, with a Bachelor of Science degree in Finance. Ryan has his FINRA Series 6 & 63, and is a Licensed Insurance Representative for Life, Accident and Health.
Contact Ryan by email: firstname.lastname@example.org or by phone at 978-353-7142.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Workers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.