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 Eric Reese
 
Eric Reese
 
Inglewood, Ladera Heights

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


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

Eric has served our Members since 2015, and enjoys being able to provide retirement advice to Members in a no-pressure environment. He likes teaching school employees about how to get a retirement plan started.

Eric clears up the misconception about much pensions will cover after they retire. He explains, “Members often don’t realize that their CalPERS/CalSTRS pension will only return a portion of their pre-retirement income. It’s so important that people take time out of their busy schedules to do some planning, instead of letting life’s circumstances dictate their financial health in retirement.”

Eric earned his bachelor’s degree from the University of Southern California, is FINRA registered to sell securities and holds California Life and Disability licenses.

In his spare time, Eric enjoys spending time at the gym and trying new exercise routines.

To make an appointment with Eric, 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
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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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