Our Financial Advisors are experienced in creating customized investment plans to help you work toward achieving your short-term and long-term wealth management goals. Contact our representatives below to schedule your complimentary, no-obligation consultation today!

Financial Advisor - Michael Toy
Michael Toy
Financial Advisor


Contact Information
t. (408) 731-4100 Ext. 7708
c. (408) 593-4291
f. (408) 731-4064
e. mtoy@kpcu.com
CA Insurance License: #0H14194

  • Series 7 - General Securities Representative

  • Series 63 - Uniform Securities State Law

  • Series 65 - Uniform Investment Advisor Law

  • Series 7 and 63 registrations held with Securities America, Inc. Series 65 registration held with PFG Advisors.

    Check the background of this investment professional on FINRA's BrokerCheck.



Financial Advisor - Timothy Mansell
Timothy Mansell, CFP®
Financial Advisor


Contact Information
t. (408) 731-4100 Ext. 5308
c. (510) 697-7893
e. timothy.mansell@securitiesamerica.com
CA Insurance License: #0C72711

  • Series 7 - General Securities Representative

  • Series 63 - Uniform Securities State Law

  • Series 65 - Uniform Investment Advisor Law

  • Series 7 and 63 registrations held with Securities America, Inc. Series 65 registration held with PFG Advisors.

    Check the background of this investment professional on FINRA's BrokerCheck.


    Understand your risk tolerance and see if your portfolio fits you. Start here.


Registered representatives offer securities through Securities America, Inc., Member FINRA/SIPC. Financial Advisors offer Advisory services through PFG Advisors. KeyPoint Financial Services, KeyPoint Credit Union, KeyPoint Credit Union, PFG Advisors, and Securities America are separate entities. Securities America and its representatives do not provide tax or legal advice.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Not NCUA insured
No credit union guarantee
May lose value