Meet Our Financial Advisors
To make wise investment choices you need to know about tax laws,* current and pending legislation, market and bond trends, and have a deep understanding of investing principles. But for many people, committing that kind of time to research isn’t possible. That’s where our financial advisors can help. With products available through CUNA Brokerage Services, Inc. (CBSI), our broker dealer, our experienced team of advisors will work with you to create a personal investment strategy to help you reach your financial goals.
And, because our advisors are SchoolsFirst FCU teammembers, you’ll receive the same level of service and personal attention that you have come to expect from your credit union. To learn more about our advisors, simply click on the advisor name listed below who represents the location nearest you.
Our knowledgeable advisors can help you develop a plan to fulfill your financial goals. Schedule a complimentary consultation with one of our financial advisors by calling 714/258-4000 or 800/462-8328, option 5, Monday through Friday, 9 a.m. to 5 p.m. Or, schedule your appointment using our simple online form.
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* For specific tax advice, please consult a qualified tax professional.
*Representatives are registered, securities are sold, and investment advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member
FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by SchoolsFirst FCU. CBSI is under contract with SchoolsFirst FCU, through the financial services program, to make securities available to Members.
CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
CFP® and Certified Financial PlannerTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
