CJ's focus on building good savings habits is what enables the school employees he has worked with to make their retirement dreams a reality. He makes himself available to Members, working to be their primary source for retirement advice.
CJ explains, "There's a lot of information out there and it can all be a bit confusing. I want to be here to help Members start their savings on the right foot. Contrary to what Members may hear elsewhere, there isn't one retirement plan that works for everyone. We tailor each plan to the Member's specific circumstances. Whether they contribute a lot or a little, the most important thing is to start. I can help build a plan to maximize any contribution."
CJ is a fully registered retirement planning professional. He earned his bachelor's degree in Business Management from California State University, Fullerton.
When he's not working with school employees, CJ enjoys traveling and cooking with his wife, and attending sporting events.
To make an appointment with CJ, 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. Financial professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the Credit Union to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. 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-2170149.9-0721-0723.
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