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 Flavio Hernandez
Flavio Hernandez
 
Anaheim, La Habra
 
800.462.8328, Ext. 4116, Option 1
retirementadvisors@schoolsfirstfcu.org

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

Flavio's ability to help school employees on the path to retiring comfortably is clearly a passion of his. “I like explaining the retirement savings options available for school employees who are close to retiring and to those who have just started saving. Many Members have never received any guidance on how to save for retirement while others have existing plans that they don't understand or even knew existed. Planning for retirement can be an overwhelming task and I like to provide reassurance that I will help them every step of the way.”

In his spare time, Flavio enjoys spending time with his family, and watching and playing sports.

Flavio is a fully registered and licensed investment and retirement planning professional and is registered to sell securities.

 
To make an appointment with Flavio, 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
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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