SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL REPRESENTATIVE - SOLMAYRA MENDOZA
Virtual
Direct line: (657) 538-6993
somendoza@schoolsfirstfcu.org
Support Team: (800) 462-8328, ext. 4116, option 1
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Solmayra Mendoza joined SchoolsFirst Retirement Planning in 2023 and holds FINRA Series 6 and 63 registrations with LPL Financial, along with the Securities Industry Essentials (SIE) certification. She brings a thoughtful, valued approach to supporting financial wellness, shaped by her own experience growing up without access to financial education.
Solmayra connects most with Members who were taught to work hard but never shown how to plan for the future. Her goal is to help change that by making financial conversations approachable and empowering. In each meeting, she takes a holistic look at your pension, finances and retirement goals to help you build a plan that fits your life.
She believes that starting small can lead to meaningful progress over time. Solmayra provides professional, personalized support with your best interest in mind. Outside of work, she enjoys camping, traveling and spending time with family and friends.
Solmayra Mendoza 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.