Vanessa's passion is guiding and empowering school employee Members along their path toward retirement. "After Members understand how their plan works, I enjoy seeing the confidence they gain in making their own, informed decisions when they never thought they could."
Vanessa is a fully registered and licensed investment and retirement planning professional, is FINRA registered to sell securities and holds a California Life Insurance License. She earned a bachelor's degree in Business Administration with an emphasis in Finance from California State Polytechnic University, Pomona.
In her spare time, Vanessa enjoys spending time with family, working with arts and crafts, and keeping active outdoors.
To make an appointment with Vanessa, 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. 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.
CA Insurance License 654551
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