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 Kaitlyn Suiter
Kaitlyn Suiter
 
Mission Viejo-Crown Valley, Mission Viejo-Santa Margarita, San Juan Capistrano

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


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

Kaitlyn has been working serving credit union Members for more than 10 years and finds it easy to relate to Members whether they are just starting to think about their retirement or are further along in their journey.

For Kaitlyn, setting Members up for success in retirement starts with education. She begins by helping them understand where they are and listening to where they want to go. With each Member's unique needs in mind, we can begin to paint that picture together," she says. "Everyone is so different — some Members want to travel after they retire and others are more content staying local.”

Kaitlyn is FINRA registered to sell securities.

In her spare time, she is a self-proclaimed cheer mom and photographer.

To make an appointment with Kaitlyn, 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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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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