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 Kathryn Hackney
Kathryn Hackney
 
Orange

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


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

For more than 30 years, Kathryn has been helping people work toward their financial goals. She takes pride in providing Members with an objective review of their current situation and helping them create long term goals.

Kathryn likes to remind Members that retirement planning doesn’t end at retirement. “Members often think that once they retire things will take care of themselves. There are a lot of opportunities that retirement presents for managing your retirement savings. Working with Members to make sure they are getting the most out of their plans is something I really enjoy.”

Kathryn is a fully registered financial advisor and licensed insurance agent. When she’s not working with Members, Kathryn loves to get outside, bike riding and spending time with her family and friends.
 
To make an appointment with Kathryn, 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 0786143

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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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