SCHOOLSFIRST RETIREMENT PLANNING

FINANCIAL ADVISOR - KUSH THANDI


Kush Thandi

Pasadena, West Covina

(800) 462-8328, ext. 4116, option 1
retirementadvisors@schoolsfirstfcu.org

Schedule an appointment.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Since 2012, Kush has been helping SchoolsFirst FCU school employee Members work toward their retirement goals. Kush's parents are both retired school employees and have inspired him to treat all of our Members like family.

Kush explains that having experience working with Members in our branches has given him a unique perspective on their complete financial situation. "For a lot of our Members, getting started with their retirement savings is the hardest part, but also the most important. I enjoy showing Members that starting small and creating good savings habits can help them reach their goals over time."

Kush is a fully registered and licensed retirement planning professional. He earned a bachelor's degree in Economics from the University of Birmingham in England. As an American immigrant himself, he's proud to work with Members who have immigrated to the country and are working to achieve their dreams.

Kush Thandi 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 Retirement Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Retirement Planning 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 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.

LPL Financial Form CRS