SCHOOLSFIRST RETIREMENT PLANNING
Financial Representative - Victor Perez
Victor's passion for helping Members achieve their financial dreams is his primary motivation. "It starts with being a good listener. When Members tell me about their dreams and goals, I listen, and that allows me to build a plan they can easily follow. I always remind my Members they are not alone when it comes to planning for retirement. I will be there, guiding them to reach their financial goals."
Victor is a fully registered and licensed investment and retirement planning professional, is FINRA registered to sell securities and holds a California Life Insurance License. He earned a bachelor's degree in Business Finance from Mihaylo College of Business and Economics at California State University, Fullerton.
In his spare time, Victor enjoys traveling with his wife and attending sporting events. Victor also volunteers at a youth soccer league in North Orange County.
To make an appointment with Victor, call 800.462.8328, Ext. 4116, Option 1.
Victor Perez is a financial representative with, and securities 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.