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 Monica Chandra
Monica Chandra
 
Santa Ana

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


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

Over 20 years in the financial service industry has given Monica the opportunity to build many strong relationships with her Members. When meeting with a new Member, she emphasizes “Investments can be found anywhere, but we’re building relationships. When you work closely with advisors from the Credit Union, you’re getting excellent financial service, and retirement guidance all under one roof.”

Monica is registered to sell securities and holds a California Life/Health Insurance License. She earned a bachelor’s degree from California State University, Long Beach. Monica is a Certified Financial PlannerTM and attained her CFP® credentials from the University of California, Irvine.
 
In her spare time, Monica enjoys cooking, spending time with family and volunteering at women’s shelters. Monica also serves on the Board of Directors for the SACK Foundation (Simple Acts of Care and Kindness), which is actively involved with the Corona-Norco Unified School District.
 
To make an appointment with Monica, 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
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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