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 Nadia Diaz
Nadia Diaz
 
Menifee

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


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

Nadia has served our Members since 2015, and enjoys supporting school employees who want to better understand their retirement options. She likes being a guide for Members – helping them understand where they are, where they want to go and how to get there.

Nadia explains that a misconception about retirement among school employees is that their pensions will pay close to what they’re earning today. “Members believe they are going to have enough money to retire – for the most part, they will only get 50-60% of their income through CalPERS or CalSTRS.” 

Nadia earned her bachelor’s degree from the University of California, Irvine, and is FINRA registered to sell securities.

In her spare time, Nadia enjoys spending time with her son, especially volunteering in his classroom at school.

To make an appointment with Nadia, 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.

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403(b) and 457(b) Plan Administration •  403(b) and 457(b) Plan Administration
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