SCHOOLSFIRST INVESTMENT SERVICES
Financial Advisor - Nancy Woo
With more than 22 years of experience specializing in life insurance and long-term care, Nancy is passionate about helping Members find the policy that’s right for their situation. “There are times when I see an existing policy and it’s not a good fit,” she says. “I like finding suitable alternatives that are in the Member’s best interest.”
Nancy turns to her roots for inspiration. As a first generation American, her parents struggled with financial concepts. Thankfully, a financial professional educated them about retirement, so they are in a good place today. It’s her goal to provide that guidance to the Members she serves. “I love knowing that I am making a difference in their family’s life, and that I can give them good advice so to help them make well-informed decisions,” she says.
Nancy is a fully registered and licensed investment and retirement planning professional. She earned her bachelor’s degree in economics with a minor in Chinese from UC Santa Barbara, is registered to sell securities, and holds a California Life/Health Insurance License.
When she’s not helping Members, Nancy enjoys do-it-herself projects, camping, crafting, and spending as much time as she can in the snow.
To make an appointment with Nancy, call 800.462.8328, ext. 4116, Option 2.
CA Insurance License 0C81103
Nancy Woo 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 Investment Services registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services, 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 Investment Services. 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.