Ian Foo

Background

About Ian Foo

Ian Foo is the Chief Retail Officer at Meriwest Credit Union, where he spearheads strategic initiatives to elevate retail operations and drive member-centric growth. With over 20 years of experience in retail leadership and financial services, he excels in enhancing branch performance, optimizing member experiences, and building high-performing teams. Ian's deep passion for the credit union movement fuels his commitment to delivering exceptional value and innovative solutions to members. As Chair of the Credit Union Council at Cetera Investment Services, he advocates for cooperative principles and champions the interests of credit unions nationwide. He holds key certifications, including FINRA Series 7, 66, 9 & 10, and the Accredited Investment Fiduciary (AIF®) designation, alongside a law degree with Honors from the University of Northumbria. Outside of his professional role, Ian enjoys Bay Area sports, traveling, volunteering, literature, and spending quality time with his family. Meriwest Credit Union 5615 Chesbro Ave San Jose, CA 95123 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. INVESTMENTS ARE:*NOT FDIC/NCUSIF INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUTION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY GOVERNMENT AGENCY.