MEET OUR ADVISORS

To learn more about an advisor, select one below. Advisors are available for in-person or virtual (phone or video) consultations. Please contact us at 800.462.8328, ext. 4116 to schedule an appointment.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Advisors available exclusively for virtual consultations.
SchoolsFirst Investment Services  SchoolsFirst Retirement Planning
Brock McNeff  
Ignacio Guzman  
Nancy Woo  
Advisors available for in-person and virtual consultations.
Location SchoolsFirst Investment Services SchoolsFirst Retirement Planning
Anaheim Mark Givenrod Flavio Hernandez
Anaheim Hills Aaron Handfield Zandra Pirozko
Cerritos Mark Givenrod Brian Burnett
Chino Valley Aaron Handfield Alex Apodaca
College Greens    
Corona-Norco Aaron Handfield Vanessa Hughes
Costa Mesa Eric Frontino Liz Shatzel
Cypress   Edward Arcilla
Downey   Amber Gaitan
Fountain Valley Christian Del Giorgio Victor Perez
Fruitridge    
Fullerton   Nadia Diaz
Garden Grove   Edward Arcilla
Glendale District Service Center   Kush Thandi
Hesperia In-Store   Michael Duarte
Huntington Beach Eric Frontino Liz Shatzel
Inglewood    
Irvine Jonathan Young Kim Romo
La Habra Mark Givenrod Flavio Hernandez
Ladera Heights    
Lancaster   Carlos Almazan
Long Beach–2nd Street   Matthew Pak
Long Beach–Lakewood Cao Tran Brian Burnett
Madison    
Menifee   Vanessa Hughes
Mission Viejo–Crown Valley   Kaitlyn Suiter
Mission Viejo–Santa Margarita   Kaitlyn Suiter
Moreno Valley   Vanessa Hughes
Murrieta Stephen Miller Vanessa Hughes
Orange Kathryn Hackney Victor Perez
Palm Desert   Vanessa Hughes
Palmdale   Carlos Almazan
Pasadena Andy Han Kush Thandi
Pico Rivera    
Placentia Tom Aguilera Zandra Pirozko
Rancho Cucamonga Andy Han Michael Duarte
Redlands Stephen Miller CJ Manalo
Riverside–Riverwalk Aaron Handfield  
Riverside–University Stephen Miller Vanessa Hughes
Roseville Rene Patino  
Sacramento–Crocker Village    
San Bernardino In–Store   CJ Manalo
San Juan Capistrano District   Kaitlyn Suiter
Santa Ana   Enrique Avila
Torrance Cao Tran Matthew Pak
Tustin Izamar Perez Pedro Ureno
Upland   Michael Duarte
Valencia   Carlos Almazan
Walnut Andy Han Alex Apodaca
West Covina Andy Han Kush Thandi
Whittier   Amber Gaitan

 

Disclosures


‚ÄčThe financial professionals with SchoolsFirst Investment Services and SchoolsFirst Retirement Planning are registered representatives 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 (SchoolsFirst FCU), SchoolsFirst Investment Services and SchoolsFirst Retirement Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services and/or SchoolsFirst Retirement Planning, and may also be employees of SchoolsFirst FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SchoolsFirst FCU,  SchoolsFirst Investment Services 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.