SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - ANDY HAN
Since 2005, Andy has been assisting Credit Union Members with their financial services. He's passionate about educating Members and stresses that it's critical they are comfortable with their personalized financial plan and understand how it works.
Andy explains that everyone's financial goals are as diverse as we are. "Because our needs and financial situations are all unique, each Member should have a plan that is custom tailored to fit their personal lifestyle. Whether you are concerned about rising college tuitions, planning for retirement, or leaving a legacy behind for your beneficiaries, I want to help them create a financial plan that will achieve all their goals."
When he's not helping Members, Andy enjoys spending time with his family, hiking local trails and traveling.
Andy is a fully registered and licensed investment and retirement planning professional. He earned a bachelor?s degree in Business Administration from California State Polytechnic University in Pomona, is registered to sell securities and holds a California Life/Health Insurance License.
To make an appointment with Andy, call (800) 462-8328, ext. 4116, option 2.
CA Insurance License 0H55453
Andy Han is a financial advisor 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 and SchoolsFirst Investment Services registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SchoolsFirst Federal Credit Union or SchoolsFirst Investment Services. 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