SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL REPRESENTATIVE - LUIS SANCHEZ
Luis Sanchez is a dedicated financial professional with five years of experience in banking and retirement services. He holds a Bachelor of Arts in business economics from the University of California, Irvine, and maintains FINRA Series 6, 63 and SIE registrations through LPL Financial.
Luis approaches financial services with empathy and patience, especially for Members who may feel overwhelmed or under informed. He believes that with the right support and guidance, anyone can gain the confidence to take control of their financial future. His goal is to simplify complex financial topics and help Members make informed, empowered decisions.
A memorable experience for Luis involved working with a Member who felt unsure about their financial direction. Through personalized conversations and step-by-step planning, he helped uncover their needs and build a strategy designed to bring clarity and well-being. These moments reinforce his commitment to the mission of delivering personal service and financial freedom.
Outside of work, Luis enjoys spending time with his wife and children, playing tennis and volunteering through his church’s community outreach programs. These activities reflect his values of family, service and balance — qualities that shape the care he brings to every Member interaction.
Luis Sanchez 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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