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 | |
| Ian McDougall | |
| Zach Stuart |
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 | Eric Frontino | 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 | Kim Romo |
| La Habra | Mark Givenrod | Jasmine Murillo |
| Ladera Heights | Jose Ancheta Jr | |
| Laguna Niguel | Brock McNeff | 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 | Zach Stuart | |
| Orange | Kathryn Hackney | Victor Perez |
| Palm Desert | Shannon Adea | |
| Palmdale | Christopher Ocepek | |
| Pasadena | Kush Thandi | |
| Pico Rivera | Kevin Tran | |
| Placentia | Tom Aguilera |
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 | Rene Patino | Brian Arthur |
| Sacramento-Madison | Rene Patino | |
| Sacramento-Natomas | Brian Arthur | |
| Sacramento-Placerville | Rene Patino | |
| Sacramento-Roseville | Rene Patino | |
| San Bernardino In-Store | Carlos Almazan | |
| San Clemente | Zach Stuart | Mason Limm |
| San Juan Capistrano District | Zach 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 |
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.