WHAT OUR MEMBERS SAY
WHAT OUR MEMBERS SAY
About SchoolsFirst FCU

“The Credit Union has something for everyone, from someone who is financially savvy to a person who just needs basic services.”


– Amy C.
Member Since 2010

About SchoolsFirst FCU
MOST POPULAR CONTENT
MEMBER FAVORITES Estate Planning & Trust Services
Meet Our Financial Advisors
457(b) Investment Providers
403(b) Investment Providers
Mutual Funds
Financial Advisor Rene Patino
Rene Patino
 
Roseville

800.462.8328, Ext. 4116, Option 2
investments@schoolsfirstfcu.org


Check the background of this investment professional on FINRA's BrokerCheck

Rene has more than 20 years in the financial services industry and believes educating Members is essential to creating a solid financial plan. “If I can help them lay the foundation and build from there, we can put them on the road to success,” he says. 

Understanding Members’ goals helps him create a personalized plan so they can achieve them. “I want them to know that I am looking out for their best interests so the plan we create together leaves them feeling comfortable and confident and that it’s meeting their needs.” 

Rene is a fully registered and licensed investment and retirement planning professional. He earned his bachelor’s degree from CSU, Chico, and is registered to sell securities. 

When he’s not helping Members, Rene says he’s a “do-it-myselfer.” He enjoys building things, learning new skills and improving them wherever he can. 

To make an appointment with Rene, call 800.462.8328, ext. 4116, Option 2. 

Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

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RELATED CONTENT
RELATED CONTENT
Retirement & Investment Forms •  Retirement & Investment Forms
 
 
403(b) and 457(b) Plan Administration •  403(b) and 457(b) Plan Administration
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