NEWS
NEWS 2019 Holiday Closure and Special Hours Schedule
What To Do If You Suspect Fraud
Current Branch Wait Times
Foreclosure Information: What You Should Know
Financial Advisors
Financial Advisors
 

Our team of financial advisors provides full financial analysis and financial planning services to SchoolsFirst FCU Members. They’re experienced, licensed and registered professionals trained to design financial plans specifically tailored to your needs and objectives.

 

Our first and most important step is to listen to your hopes, dreams and plans for the future. Next, we’ll carefully review your current savings, insurance and investment portfolio. Finally, we’ll suggest an investment strategy that best fits your goals and your family’s budget.

 

Check the background of our investment professionals on FINRA's BrokerCheck

 

Meet Our Advisors
Request a Consultation

 

We can help you:

  • Establish and meet specific savings objectives, such as college tuition
  • Determine your insurance needs
  • Plan for your retirement
  • Take advantage of favorable tax laws1
  • Consider asset allocation options and estate planning for your heirs

Our financial advisors can assist you with:

  • Mutual funds
  • Fixed and variable annuities
  • Tax-deferred investments, including IRAs
  • Stocks and bonds
  • Life insurance2

As a SchoolsFirst FCU Member, you can participate in a complimentary introductory meeting with one of our financial advisors. Of course, there is no obligation to purchase investments; however, if you are interested in specific investments, our financial advisors will discuss the specific sales charges and commissions associated with those investments.

 

Online

Request a consultation with a financial advisor

 

Call

Call 

 

800.462.8328 

Monday through Friday, 9 a.m. - 5 p.m.

 

Email

 

Contact an insurance specialist by sending an email to

investments@schoolsfirstfcu.org

 

Branch

Visit

 

Any SchoolsFirst FCU branch

 

If you’ve already worked with one of our financial advisors and want to monitor your investments, log into Portfolio View.

 

Or, if you prefer making investment decisions on your own, you can use our self-service online investment program.

 

Disclosures

1Please consult a qualified tax professional for tax advice on your specific circumstances.

2California Insurance License 0707104.

 

Securities sold, advisory services are 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.

NOT A MEMBER?
NOT A MEMBER?
TODAY'S RATES
Today's Rates
Auto Loans (Used)
as low as 3.14% APR
36-Month Used Auto Loan
Whether you’re buying used, or want to refinance a loan from another lender to lower your payment, we can help you find the right solution.

Calculators Apply for a Loan More about Auto Loans
Mortgage (30-Year)
as low as 3.89% APR
30-Year Fixed Mortgage (Conforming)
If you are primarily interested in a low payment that won’t ever increase, and plan on staying in your home at least five years, a 30-year fixed mortgage may be right for you.

Calculators Apply for a Mortgage More about 30-Year Fixed Mortgage
Credit Card
as low as 10.75% APR
Inspire MasterCard
As with all our credit cards, you'll enjoy our everyday low interest rates, and because we charge no annual, balance transfer, or cash advance fees, you'll save more than with other higher rate cards.

Calculators Apply for a Credit Card More about Inspire MasterCard
Summer Saver
as high as 4.00% APY
Exclusively for School Employees
Ensures you'll have sufficient funds to get you through the months you don't receive a paycheck.

Calculators Find a Branch More about Summer Saver
Share Certificate
as high as 2.85% APY
Minimum opening deposit: $500
Rates among the best in the U.S. compared to bank CDs.

Calculators Open a Share Certificate More about Share Certificates
REFER A FRIEND
REFER A FRIEND