John Otto

John Otto

Investment Representative - Chartered Financial Consultant ChFC®
Serving EECU’s Valentine, Milburn, and Hanford branches

Phone: 
559-248-8012
Fax: 
559-432-3576
E-mail: 
John.Otto@LPL.com

CA Insurance License #0E03689
EECU Member Investment Services
6745 N. Milburn
Fresno, CA  93722

John is an Investment Representative and currently holds Series 7, 63, and 65 securities registrations, held through LPL Financial.  John obtained a Chartered Financial Consultant designation and is a California licensed life insurance agent.  He entered the financial services industry in 2000 and has been an Investment Representative since 2002.  His primary focus is on retirement, educational, and tax-efficient* investing while providing clients with the knowledge necessary to make educated financial decisions.

John’s vision is to educate, serve, and provide trusted information to build long-term relationships with his clients.  Equally important is his mission to help clients achieve their financial goals through prudent information, and unparalleled service with the utmost integrity.

*Investors should consult a tax advisor professional before implementing any tax savings investment as John is not a Certified Public Accountant or tax advisor.

Team members

Investment Representative
Serving EECU’s Perrin, Old Town Clovis and Clovis North branches

Investment Representative - Chartered Financial Consultant ChFC®
Serving EECU’s Valentine, Milburn, and Hanford branches

Investment Representative - CERTIFIED FINANCIAL PLANNER™ professional CFP®
Serving EECU’s Clinton Way, Reedley, Sunnyside and Visalia branches

Investment Representative
Serving EECU’s Barstow branch

Investment Representative
Serving EECU’s Selma Office

Administrative Associate

Investment Representative
Serving EECU's Demaree, Madera, Merced, Tulare and Van Ness Offices

Senior Vice President
Investment Program Manager

Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its Licensed affiliates.  Educational Employees Credit Union and EECU Member Investment Services are not a registered broker-dealer and is not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WA, OR, CA, NV, AZ, UT, ID, MT, WY, NM, TX, OK, SD, MN, IA, MO, AR, HI, MS, TN, KY, OH, PN, CT, MD, NC, SC, GA, FL, VA

Not NCUA Insured

May Lose Value

No Credit Union Guarantee

Not A Credit Union Deposit

Not Insured by Any Federal Government Agency

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