SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL REPRESENTATIVE - FELIPE AMADOR
Felipe Amador is a seasoned financial professional with over a decade of experience in the banking and financial services industry. He holds FINRA Series 6 and 63 registrations with LPL Financial. He also has a California Life/Health Insurance license.
Felipe's approach to financial guidance is centered around one simple yet powerful principle: education is the key to empowerment. He believes that by taking the time to understand each Member's unique goals, values and concerns, he can provide tailored strategies that address their specific needs and help them achieve financial well-being. Felipe emphasizes that there is no such thing as "too late to start" when it comes to planning for retirement or pursuing financial freedom. He notes that with a clear understanding of the options available and a proactive approach to planning, anyone can create a brighter financial future.
One of Felipe's most memorable experiences involved helping a Member who thought his pension was a 403b plan, only to discover that he was actually on track to receive a 50% payout. By taking the time to explain the differences between these two types of plans and creating a customized strategy, Felipe was able to help the Member bridge the gap to retirement and avoid the need to continue working beyond his desired retirement age.
In his spare time, Felipe enjoys spending time with his family, attending church or giving back to his community through financial education initiatives. A lifelong soccer fan, Felipe also enjoys playing in local leagues in his spare time.
Felipe Amador 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 |
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