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 Liz Shatzel
Liz Shatzel
 
Costa Mesa, Huntington Beach

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


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

Liz has more than a decade of experience in the financial services industry. Before joining the SchoolsFirst FCU team in 2010, Liz held positions with Downey Savings and US Bank.

Liz believes it's important to educate Members and provide guidance throughout the retirement planning process. She focuses on listening to Members needs and providing creative solutions to ensure Members make great decisions about their future. She is FINRA registered to sell securities.
 
To make an appointment with Liz, 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.

CA Insurance License 0G58839

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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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