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Financial Advisors
WPCCU, through our broker/dealer CUSO Financial Services, provides full financial analysis and financial planning. Our advisors are experienced and registered professionals trained to design financial plans specifically tailored to your needs and objectives. Our financial advisors are employees of the credit union and registered through CUSO Financial Services, L. P. (CFS). All credit union members can take advantage of a no-cost, no-obligation meeting.
To meet with a financial advisor at any of our branches, please call Emily Dixon at 800-300-9728 extension 1623.
 Robert Bayliff
Robert Bayliff has assisted our credit union members with planning for their financial future for more than four years, and has worked in the financial services industry for more than 10 years. Bob's expertise encompasses a wide range of investment products, including stocks, bonds, mutual funds, annuities, and life insurance. His knowledge covers a wide range of tax-efficient strategies* from college savings to 401(k) plans.
Bob believes in educating our members through private complimentary consultation and seminars. Prior to joining WPCCU, Bob worked for Essex National Securities, Quick & Reilly and People's Bank. Bob spends his spare time with his wife and daughter, and occasionally enjoys playing golf.
Securities Licenses
Series 7 (General Securities Exam), Series 63 (Uniform State Law), Series 66 (Uniformed Investment Advisor), Series 24 (Securities Principal).
Bob Bayliff is NASD registered in the states of: AZ, CA, CO, NV, and TX.
Additional Education/Qualifications
BA Degree in Economics, Colorado State University, California Insurance Agent License #OCO4891
 Mike Patatian
Mike Patatian began his career in finance at the stock-brokerage firm Crowell, Weedon & Co. Prior to joining WPCCU, Mike was at WM Financial Services, a subsidiary of Washington Mutual Bank. Mike believes that each credit union member has unique goals and needs, and specializes in matching each member with the appropriate investment products, including 401(k) or college savings plans, stocks, bonds, mutual funds, or annuities.
Mike is involved in various community and civic organizations. He serves as an American Red Cross Volunteer, serving the community in Disaster Services in times of need. His involvement also includes committee chair for the Huntington Hospital, served on the Board of the Jaycees and is an active member of the Pasadena Chamber of Commerce.
Securities Licenses
Series 7 (General Securities License); Series 66 (Uniformed State Law/Uniformed Investment Advisor).
Mike Patatian is NASD registered in the state of California.
Additional Education/Qualifications
BA, Social Sciences specializing in Economics, University of California at Irvine
BA, International Studies. University of California at Irvine
California Insurance/Variable Contracts License #OD60375
*Investments offered through CUSO Financial Services, L.P. (CFS) an independent broker/dealer, are not NCUA/NCUSIF insured, not credit union guaranteed and may lose value. Registered representatives are employees of Water and Power Community Credit Union and registered through CFS ( member FINRA/SIPC).
Investors should be aware that there are risks inherent in all investments including fluctuations in investment principal.
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