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 virtual consultations.

SchoolsFirst Investment Services SchoolsFirst Retirement Planning
Randy Von Bargen  
Jose Rosales  
 

Financial professionals available for in-person consultations.

Location SchoolsFirst Investment Services SchoolsFirst Retirement Planning
Anaheim Mark Givenrod Jasmine Murillo
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 Varsha Nambiar Liz Shatzel
Cypress Cao Tran Edward Arcilla
Downey   Amber Gaitan
Fountain Valley Christian Del Giorgio Alexander Nguyen
Fullerton   Zandra Pirozko
Garden Grove Nancy Woo Edward Arcilla
Huntington Beach Eric Frontino Liz Shatzel
Inglewood   Jose Ancheta Jr
Irvine Izamar Perez
Ian McDougall		 Kim Romo
La Habra Mark Givenrod Jasmine Murillo
Ladera Heights   Jose Ancheta Jr
Laguna Niguel Ian McDougall Mason Limm
Lake Elsinore Noemy Linares
Lancaster   Christopher Ocepek
Long Beach-2nd Street   Matthew Pak
Long Beach-Lakewood Cao Tran Brian Burnett
Menifee   Noemy Linares
Mission Viejo-Crown Valley Brock McNeff Mason Limm
Mission Viejo-Santa Margarita Brock McNeff Kim Romo
Moreno Valley   Shannon Adea
Murrieta Stephen Miller Noemy Linares
Oceanside Zachary Stuart  
Orange Kathryn Hackney Victor Perez
Palm Desert   Shannon Adea
Palmdale   Christopher Ocepek
Pasadena Kush Thandi
Pico Rivera   Kevin Tran
Placentia Tom Aguilera Zandra Pirozko
Nohemi Garcia
Rancho Cucamonga Andy Han Michael Duarte
Redlands Stephen Miller Carlos Almazan
Riverside-Riverwalk   Carlos Almazan
Riverside-University Stephen Miller Vanessa Hughes
Sacramento-College Greens   Brian Arthur
Sacramento-Crocker Village   Brian Arthur
Sacramento-Fruitridge Brian Arthur
Sacramento-Madison
Sacramento-Natomas Brian Arthur
Sacramento-Placerville  
Sacramento-Roseville  
San Bernardino In-Store   Carlos Almazan
San Clemente Zachary Stuart Mason Limm
San Juan Capistrano District Zachary Stuart Mason Limm
Santa Ana Ignacio Guzman Felipe Millan
South Corona Vanessa Hughes
South Gate   Kevin Tran
Torrance Cao Tran Matthew Pak
Tustin Nancy Woo Pedro Ureno
Upland   Michael Duarte
Valencia   Christopher Ocepek
Victorville   Michael Duarte
Walnut Andy Han Alex Apodaca
West Covina Andy Han Kush Thandi
Whittier   Amber Gaitan
Disclosures


​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

Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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.

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