Kathy L Chesney
Kathy L Chesney
ChFC CLU
Financial Advisor
(760) 439-6960

1278 Rocky Point Drive
Oceanside, CA 92056
Monday -Friday, 9:00 a.m.- 5:00 p.m., PT
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CA Ins. License #: 0C94850

My Background

Helping you reach your financial goals is my number one objective. Working together, I’ll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we’ll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I’ll be here for you at every stage of your life.

As a partner of Frontwave Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child’s or grandchild’s education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.

It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Education . . . 

  • Earned CLU (Chartered Life Underwriter) designation, 2007
  • Earned ChFC (Chartered Financial Consultant) designation, 2006
  • A.A., Associate of Arts, Technical College, South Carolina, 1995
Affiliations . . .
  • CUNA Brokerage Services Women of Distinction Member
Career Highlights . . . 
  • 30 years credit union experience in various capacities
  • Financial Services Industry, 1999 to present
  • Life Insurance Sales, 2000 to present
  • 2008, 2012, 2014 Silver Members Medallion Award
  • 2009 - 2011, 2013 Gold Members Medallion Award
  • 2004 - 2008 Members Excellence Award

Professional Services
  • Retirement Planning
  • General Investment Management
  • Long Term Care Insurance
  • Education Funding
  • Comprehensive Financial Guidance
  • Personal Financial Assessments
  • 401(k) Planning
  • Retirement Income Planning
  • Portfolio Management
  • Investment Management