SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - MARC HSU
Virtual
(800) 462-8328, ext. 4116, option 2
investments@schoolsfirstfcu.org
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Marc Hsu is a seasoned financial professional with over a decade of experience in the financial services industry. He holds FINRA Series 7 and 66 registrations through LPL Financial.
Marc's investment philosophy focuses on building long-term, diversified plans aligned with each Member's goals and risk tolerance. He emphasizes that financial independence is addressed through thoughtful planning and disciplined execution — not by chasing short-term gains. Marc often helps Members understand that financial planning is not limited to the wealthy, showing that early advice can benefit anyone.
One of Marc's most memorable experiences involved helping a Member who had recently lost her husband. She was overwhelmed and unsure of her financial standing. Marc and his team worked closely with her to build a personalized financial plan that aimed to provide clarity and direction.
In his spare time, Marc enjoys spending quality time with friends and family, whether it's a backyard BBQ, off-roading or camping. These activities help him stay grounded and energized, contributing to his balanced approach to work and life.
Marc Hsu is a financial advisor 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 Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services, 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 Investment Services. 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.