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
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 Cao Tran
Cao Tran
 
Long Beach-Lakewood, Torrance

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


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

Cao’s 19 years of experience as a financial advisor has given him the opportunity to build strong, lasting relationships with his Members. Being their trusted advisor has come in handy when the market has risen and fallen. “Things are always changing. I want my Members to know that I can be a constant for them, always on their side to help them through the peaks and valleys.”

Cao is registered to sell securities, holds a California Life/Health Insurance License and earned a bachelor’s degree from California State University, Long Beach.
 
In his spare time, Cao enjoys spending time with family and deep sea fishing off the California coast.
 
To make an appointment with Cao, call 800.462.8328, Ext. 4116, Option 2.

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 0C61519

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