SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL REPRESENTATIVE - MATTHEW PAK
Matthew is passionate about serving school employees and helping them invest in their future.
"Members depend on us to make sure they're prepared for retirement," Matthew says. "Whether it's opening a new retirement account or simply answering questions as they arise, we're here for them."
Matthew is a fully registered and licensed investment and retirement planning professional and is FINRA registered to sell securities. He earned a bachelor's degree from California State University, Fullerton and holds a California Life/Health Insurance License.
In his spare time, Matthew enjoys concentrating on his physical and mental health with activities like basketball and weightlifting.
CA Insurance License 4033635
Matthew Pak is a financial representative with, and securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Retirement Planning 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.