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
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Meet our Financial Advisors
Meet our Financial Advisors
 

Whether you're just starting out or already have an investment and retirement plan in place, having a trusted partner working with you every step of the way can help bring peace of mind to every stage of financial planning.

 

For more than 30 years, our team of financial advisors1 have worked with school employees and their families to create personal investment and retirement strategies to help pave the path to reaching their goals. And, because our advisors are SchoolsFirst FCU teammembers, you can rely on the one-on-one personal service and professional guidance you've come to expect from your Credit Union.

 

To learn more about our advisors, simply select an advisor listed below who represents the need you are looking for at the branch nearest you. If you can't make it to a branch or don't see a specific location listed, please contact us at 800.462.8328, ext. 4116.

 

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

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Location Advisor Specialization
Investment & General Retirement School Employee Retirement
Anaheim Mark Givenrod X  
Flavio Hernandez   X
Anaheim Hills Aaron Handfield X  
Zandra Pirozko   X
Cerritos Mark Givenrod X  
Brian Burnett   X
Chino Valley Aaron Handfield X  
Alex Apodaca   X
Costa Mesa Jason Persinger X  
Liz Shatzel   X
Cypress Dennis Mollison X  
Edward Arcilla   X
Downey Amber Gaitan   X
Fountain Valley Christian Del Giorgio X  
Brittany Vu   X
Garden Grove Dennis Mollison X  
Edward Arcilla   X
Hesperia In-Store Michael Duarte   X
Huntington Beach Jason Persinger X  
Liz Shatzel   X
Inglewood Eric Reese   X
Irvine Jonathan Young X  
Ladera Heights Eric Reese   X
La Habra Mark Givenrod X  
Flavio Hernandez   X
Lake Elsinore District
Service Center
Vanessa Hughes   X
Lancaster Arthur Kang   X
Long Beach In-Store David Archila   X
Brian Burnett   X
Long Beach–2nd Street David Archila   X
Long Beach–Lakewood Cao Tran X  
Brian Burnett   X
Menifee Vanessa Hughes   X
Mission Viejo–Crown Valley Fred Sediqi X  
Mission Viejo–Santa Margarita Fred Sediqi X  
Moreno Valley Ernest Campa   X
Murrieta Stephen Miller X  
Vanessa Hughes   X
Orange Kathryn Hackney X  
Victor Perez   X
Palmdale Arthur Kang   X
Pasadena Andy Han X  
Kush Thandi   X
Placentia Tom Aguilera X  
Zandra Pirozko   X
Rancho Cucamonga Andy Han X  
Michael Duarte   X
Redlands Stephen Miller X  
Ernest Campa   X
RiversideRiverwalk Aaron Handfield X  
Ernest Campa   X
RiversideUniversity Stephen Miller X  
Vanessa Hughes   X
San Bernardino In-Store Ernest Campa   X
San Juan Capistrano District Fred Sediqi X  
Santa Ana Monica Chandra X  
Enrique Avila   X
Torrance Cao Tran X  
David Archila   X
Valencia Arthur Kang   X
Victorville Michael Duarte   X
Walnut Andy Han X  
Alex Apodaca   X
West Covina Andy Han X  
Kush Thandi   X
Whittier Amber Gaitan   X

 

 

Disclosures

1For specific tax advice, please consult a qualified tax professional.

 

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.

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