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.