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 Stephen Miller
Stephen Miller
Stephen Miller
 
Murrieta, Redlands, Riverside-University

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

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

Since 2006, Stephen has enjoyed helping Members build solid financial plans and motivating them to stick with their investing strategies. He believes with discipline, Members can achieve their long-term financial goals.

Stephen appreciates working with new investors and Members with established portfolios. “Brand-new investors are hungry for education, while more experienced investors are looking for opportunities to diversify their plans and prepare for transitioning into retirement. No matter who I am working with, there is always an opportunity to educate and inspire.”

Stephen is a fully registered and licensed investment and retirement planning professional. He earned a bachelor’s degree from California State University, San Bernardino, is registered to sell securities and holds a California Life/Health Insurance License.

When he’s not helping Members, Stephen enjoys spending time with his family, loves the outdoors and cycling.

To make an appointment with Stephen, 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 0F06600

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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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