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Financial Advisor

Enrique Avila

Santa Ana

800.462.8328, Ext. 4116, Option 1

Check the background of this investment professional on FINRA's BrokerCheck.

CBSI is under contract with the Credit Union to make securities available to Members.

With over 6 years of experience serving school employees, and past experience as an educator himself, Enrique enjoys finding common ground with Members and supporting them through their retirement journey. "A retirement plan can change directions as it evolves, and I enjoy being there for Members when it does. Getting to share in major life events like purchasing a home, having kids, or even a new job creates a closer relationship and is what this job is really about."

Enrique is a fully registered and licensed investment and retirement planning professional.

In his free time, Enrique can be found deep sea fishing off the California coast and watching sports.

To make an appointment with Enrique, 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-3728697.1-0821-0923.

CA Insurance License 0G5883

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