SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL ADVISOR - NADIA DIAZ
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.
Nadia Diaz is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Retirement Planning registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Retirement Planning and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SchoolsFirst Federal Credit Union or SchoolsFirst Retirement Planning. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state