Since 2005, Andy has been assisting Credit Union Members with their financial services. He's passionate about educating Members and stresses that it's critical they are comfortable with their personalized financial plan and understand how it works.
Andy explains that everyone's financial goals are as diverse as we are. "Because our needs and financial situations are all unique, each Member should have a plan that is custom tailored to fit their personal lifestyle. Whether you are concerned about rising college tuitions, planning for retirement, or leaving a legacy behind for your beneficiaries, I want to help them create a financial plan that will achieve all their goals."
When he's not helping Members, Andy enjoys spending time with his family, hiking local trails and traveling.
Andy is a fully registered and licensed investment and retirement planning professional. He earned a bachelor?s degree in Business Administration from California State Polytechnic University in Pomona, is registered to sell securities and holds a California Life/Health Insurance License.
To make an appointment with Andy, call 800.462.8328, Ext. 4116., Option 2.
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 0H55453
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