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 CJ Manalo
CJ Manalo
 
Redlands

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


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

CJ’s focus on building good savings habits is what enables the school employees he has worked with to make their retirement dreams a reality. He makes himself available to Members, working to be their primary source for retirement advice.

CJ explains, “There’s a lot of information out there and it can all be a bit confusing. I want to be here to help Members start their savings on the right foot. Contrary to what Members may hear elsewhere, there isn’t one retirement plan that works for everyone. We tailor each plan to the Member’s specific circumstances. Whether they contribute a lot or a little, the most important thing is to start. I can help build a plan to maximize any contribution.”

CJ is a fully registered retirement planning professional. He earned his bachelor’s degree in Business Management from California State University, Fullerton.

When he’s not working with school employees, CJ enjoys traveling and cooking with his wife, and attending sporting events.

To make an appointment with CJ, 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 0K96173

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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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