SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL REPRESENTATIVE - ELIAN ESCALANTE
Anaheim
Support Team: (800) 462-8328, ext. 4116, option 1
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Since 2021, Elian Escalante has been dedicated to helping Members navigate their financial decisions with clarity and confidence. He earned a bachelor’s degree in communications with an emphasis in journalism from California State University, Fullerton. Elian also holds the FINRA Series 6 and 63 registrations through LPL Financial and passed the Securities Industry Essentials (SIE) exam.
Elian works with Members on an individual basis to understand their short‑ and long‑term financial goals and helps them pursue a thoughtful, steady investment strategy tailored to their needs. He especially relates to Members who feel unsure about where to begin and strives to create a welcoming atmosphere where any question is encouraged.
One of Elian’s most memorable experiences is seeing a hesitant Member leave a meeting feeling more confident and empowered after gaining a clearer understanding of their financial options.
In his spare time, Elian enjoys staying active, whether through working out, hiking or playing soccer. He also loves traveling and spending meaningful time with his loved ones.
Elian Escalante 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.