Zandra's talent is in simplifying retirement concepts for our school employee Members. Building one-on-one relationships is what's kept her going at SchoolsFirst FCU since 2010. "Working with Members, we see a lot of situations where nobody has ever explained retirement plans to them. I work closely with each and every Member to make sure they understand their plan and roll any previous plans into their new one. The key is to understand the goals of the Member I'm working with so I can help them accomplish them."
Zandra is a fully registered and licensed retirement planning professional. She earned a bachelor's degree in Business Administration from California State University, Fullerton and is FINRA registered to sell securities and holds California Life and Disability licenses.
In her spare time, Zandra enjoys spending time with her husband and two children, playing soccer and volunteering at her church.
To make an appointment with Zandra, 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 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 0F1390
28,000 ATM Locations
Search fee-free ATMs in the SchoolsFirst FCU and CO-OP ATM Networks.
Refer Family or Friends
Invite your immediate family and eligible colleagues to join SchoolsFirst Federal Credit Union!