WHAT OUR MEMBERS SAY
WHAT OUR MEMBERS SAY
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“I recently rolled my 403(b) retirement plan to SchoolsFirst FCU. I love being able to log in to see my account grow.”

- Tracy F.
Member Since 2002

 

About SchoolsFirst FCU
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MEMBER FAVORITES Estate Planning & Trust Services
Meet Our Financial Advisors
457(b) Investment Providers
403(b) Investment Providers
Mutual Funds
Financial Advisor Victor Perez
Victor Perez
 
Orange

800.462.8328, Ext. 4116, Option 1
retirementadvisors@schoolsfirstfcu.org


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

Victor’s passion for helping Members achieve their financial dreams is his primary motivation. “It starts with being a good listener. When Members tell me about their dreams and goals, I listen, and that allows me to build a plan they can easily follow. I always remind my Members they are not alone when it comes to planning for retirement. I will be there, guiding them to reach their financial goals.”

Victor is a fully registered and licensed investment and retirement planning professional, is FINRA registered to sell securities and holds a California Life Insurance License. He earned a bachelor’s degree in Business Finance from Mihaylo College of Business and Economics at California State University, Fullerton.

In his spare time, Victor enjoys traveling with his wife and attending sporting events. Victor also volunteers at a youth soccer league in North Orange County.

To make an appointment with Victor, call 800.462.8328, Ext. 4116, Option 1.

Retirement planning advisors and services provided as a benefit to SchoolsFirst FCU Members by SchoolsFirst Plan Administration, LLC, a wholly-owned affiliate of SchoolsFirst FCU. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. 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.

CA Insurance License 0I91100

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