SCHOOLSFIRST RETIREMENT PLANNING

Andres Dela Torre is a financial representative with over three years of experience supporting Members as they navigate investing and retirement planning. He earned a bachelor’s degree in business administration with a concentration in finance from California State University, East Bay. He also holds the FINRA Series 7 and Series 66 registrations with LPL Financial.

Andres works closely with Members to identify short‑ and long‑term financial goals and determine simple, efficient strategies to help pursue them. He especially relates to first‑time investors and early‑career individuals and emphasizes the importance of consistency, focusing on time in the market rather than trying to time the market.

A common misconception Andres encounters is that investing is only for the wealthy. He encourages Members from all asset levels to invest for their future and values providing guidance while walking Members through the complexities of retirement accounts, strategies and investments.

One of Andres’ most memorable experiences was helping a couple planning for retirement and explore different options based on the lifestyle they envisioned. Outside of work, he enjoys traveling, mountain biking throughout the San Francisco Bay Area and exploring new cuisines.

Andres Dela Torre is a registered representative 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:  

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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.

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