SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - RENE PATINO
Rene has more than 20 years in the financial services industry and believes educating Members is essential to creating a solid financial plan. If I can help them lay the foundation and build from there, we can put them on the road to success, he says.
Understanding Members goals helps him create a personalized plan so they can achieve them. I want them to know that I am looking out for their best interests so the plan we create together leaves them feeling comfortable and confident and that it's meeting their needs.
Rene is a fully registered and licensed investment and retirement planning professional. He earned his bachelors degree from CSU, Chico, and is registered to sell securities.
When he's not helping Members, Rene says he's a do-it-myselfer. He enjoys building things, learning new skills and improving them wherever he can.
To make an appointment with Rene, call (800) 462-8328, ext. 4116, option 2.
CA Insurance License 4070884
Rene Patino 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.