SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL REPRESENTATIVE - NOHEMI GARCIA
Nohemi Garcia is a financial professional at the Credit Union with 12 years of experience. She graduated from California State University, Fullerton and holds a Retirement Licensing certification. Raised in a family of six siblings, Nohemi has an exceptional ability to connect with people with different backgrounds and personalities. She is passionate about helping first-generation immigrants set up retirement accounts and knows how important this is for their families.
In their first meeting with Nohemi, Members can expect to develop a connection, establish trust and create a personalized plan. Her investment philosophy and most important message is to start investing by taking deliberate steps as well as leaps when possible. Nohemi believes the biggest misconception among Members is that they can't afford to save for retirement or must do it on their own. She knows the difference in working with the Credit Union is that advisors genuinely care about Members and can help them plan and save for the future.
One of Nohemi's most memorable experiences occurred when a Member came to the Credit Union after having been with another plan provider for years. They hadn't received much direction, making them feel helpless. However, Nohemi was able to provide personalized guidance and help them maximize their retirement account.
Nohemi Garcia is a registered 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 are not registered as a broker/dealer. 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.