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Financial Advisor

Nadia Diaz


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.

Nadia has served our Members since 2015, and enjoys supporting school employees who want to better understand their retirement options. She likes being a guide for Members – helping them understand where they are, where they want to go and how to get there.

Nadia explains that a misconception about retirement among school employees is that their pensions will pay close to what they're earning today. "Members believe they are going to have enough money to retire – for the most part, they will only get 50-60% of their income through CalPERS or CalSTRS." 

Nadia earned her bachelor's degree from the University of California, Irvine, and is FINRA registered to sell securities.

In her spare time, Nadia enjoys spending time with her son, especially volunteering in his classroom at school.

To make an appointment with Nadia, 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.

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