Alex has worked in the financial industry for over 10 years. He takes pride in educating school employees about saving for retirement, especially when they don't think saving is possible. "Having a young family myself, I understand the conflicting responsibilities of managing family expenses and saving for retirement. I enjoy showing Members that small retirement contributions, over time, can make a big difference."
In his free time, Alex enjoys spending time with his family and getting away on spontaneous road tips throughout California and the surrounding states.
Alex earned a bachelor's degree from California State University, Fullerton. He is registered to sell securities and holds a California Life/Health Insurance License.
To make an appointment with Alex, call 800.462.8328, Ext. 4116, Option 1.
Retirement planning advisors and services provided as a benefit to SchoolsFirst FCU Members by SchoolsFirst Plan Administration, LLC, a wholly-owned affiliate of SchoolsFirst FCU. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May lose value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3556543.1-0421-0523.
CA Insurance License 0I34597
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