SCHOOLSFIRST INVESTMENT SERVICES & SCHOOLSFIRST RETIREMENT PLANNING
Meet Our Financial Professionals
To learn more about a financial professional select one below. Financial professionals 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.
Financial professionals available for in-person and virtual consultations.
| Location | SchoolsFirst Investment Services | SchoolsFirst Retirement Planning |
|---|---|---|
| Anaheim | Mark Givenrod | Enrique Avila |
| Anaheim Hills | Aaron Handfield | Zandra Pirozko |
| Cerritos | Mark Givenrod | Brian Burnett |
| Chino Valley | Aaron Handfield | Alex Apodaca |
| Corona-Norco | Aaron Handfield | Vanessa Hughes |
| Costa Mesa | Eric Frontino | Liz Shatzel |
| Cypress | Cao Tran | Edward Arcilla |
| Downey | Amber Gaitan | |
| Fountain Valley | Christian Del Giorgio | Alexander Nguyen |
| Fullerton | Nadia Diaz | |
| Garden Grove | Nancy Woo | Edward Arcilla |
| Glendale District Service Center | Kush Thandi | |
| Huntington Beach | Eric Frontino | Liz Shatzel |
| Inglewood | Jose Ancheta Jr | |
| Irvine | Izamar Perez | Kim Romo |
| La Habra | Mark Givenrod | Brian Burnett |
| Ladera Heights | Jose Ancheta Jr | |
| Laguna Niguel | Brock McNeff | Kaitlyn Suiter |
| Lancaster | Carlos Almazan | |
| Long Beach-2nd Street | Matthew Pak | |
| Long Beach-Lakewood | Cao Tran | Brian Burnett |
| Menifee | Vanessa Hughes | |
| Mission Viejo-Crown Valley | Brock McNeff | Kaitlyn Suiter |
| Mission Viejo-Santa Margarita | Brock McNeff | Kaitlyn Suiter |
| Moreno Valley | Shannon Adea | |
| Murrieta | Stephen Miller | Vanessa Hughes |
| Oceanside | Zach Stuart | |
| Orange | Kathryn Hackney | Victor Perez |
| Palm Desert | Shannon Adea | |
| Palmdale | Carlos Almazan | |
| Pasadena | Kush Thandi | |
| Pico Rivera | Amber Gaitan | |
| Placentia | Tom Aguilera | Zandra Pirozko |
| Rancho Cucamonga | Andy Han | Michael Duarte |
| Redlands | Stephen Miller | Carlos Almazan |
| Riverside-Riverwalk | Carlos Almazan | |
| Riverside-University | Stephen Miller | Shannon Adea |
| Sacramento-College Greens | Robert Vargas | |
| Sacramento-Crocker Village | Robert Vargas | |
| Sacramento-Fruitridge | Rene Patino | Robert Vargas |
| Sacramento-Madison | Rene Patino | |
| Sacramento-Placerville | Rene Patino | |
| Sacramento-Roseville | Rene Patino | |
| San Bernardino In-Store | Michael Duarte | |
| San Clemente | Zach Stuart | Kaitlyn Suiter |
| San Juan Capistrano District | Zach Stuart | Kim Romo |
| Santa Ana | Ignacio Guzman | Enrique Avila |
| South Gate | Kevin Tran | |
| Torrance | Cao Tran | Matthew Pak |
| Tustin | Nancy Woo | Pedro Ureno |
| Upland | Michael Duarte | |
| Valencia | Carlos Almazan | |
| Victorville | Michael Duarte | |
| Walnut | Andy Han | Alex Apodaca |
| West Covina | Andy Han | Kush Thandi |
| Whittier | Amber Gaitan |
The 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.