SCHOOLSFIRST RETIREMENT PLANNING

Ivan Rey is passionate about helping Members build confidence in their financial future, no matter where they are in life. With seven years of banking experience, an Associate of Arts degree from Los Angeles Harbor College, Notary Public credentials, and FINRA Series 6 and 63 registrations with LPL Financial, Ivan is committed to helping Members understand retirement planning and make informed decisions about their goals.

Ivan especially enjoys working with Members who are in the middle of their careers and may feel they are behind on retirement planning. He believes it's never too late to start, and he focuses on educating Members about retirement income, investing and how to bridge potential gaps between their pension and retirement needs. His goal is for every Member to leave with a clear understanding of what retirement may look like and the confidence to move forward with a plan.

He believes service and education come before everything else, and he takes pride in helping Members understand their options in a patient, transparent way. One of his most memorable experiences was helping a retired Member who regularly visited the branch simply to enjoy the personal connection and conversation, a reminder of the genuine relationships.

Outside of work, Ivan enjoys exploring new restaurants with his wife, searching for unique treasures at estate sales, and staying active at the gym. He looks forward to building lasting relationships and helping Members take the next step toward a more confident retirement.

Ivan Rey 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:

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