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SCHOOLSFIRST RETIREMENT PLANNING

Financial Advisor - Pedro Ureno


Pedro Ureno

Tustin

800.462.8328, Ext. 4116 Option 1
retirementadvisors@schoolsfirstfcu.org

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Serving in the financial services industry for more than seven years, Pedro enjoys helping Members identify their goals and creating a plan to help reach them. 

For Pedro, having a destination in mind when planning for retirement is essential. “It’s all about visualizing what you want to do when you retire,” he says. “Do you want to maintain your lifestyle or do you have more ambitious prospects? The answers to these questions make all the difference in the plan we create together.” 

Pedro is FINRA registered to sell securities.

In his spare time when he’s not spending time with his wife and kids, he likes to increase his knowledge reading about anything and everything, as well as play baseball. 

To make an appointment with Pedro, call 800.462.8328, Ext. 4116, Option 1. 

Pedro Ureno 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 are not 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.