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
MEMBER FAVORITES Estate Planning & Trust Services
Meet Our Financial Advisors
457(b) Investment Providers
403(b) Investment Providers
Mutual Funds
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 an advisor, select one below. Advisors are available for in-person or virtual (phone or video) consultations. Please contact us at 800.462.8328, ext. 4116 to schedule an appointment.


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


Advisors available exclusively for virtual consultations.

Advisor Specialization
Investment & General Retirement

School Employee

Brock McNeff X  
Izamar Perez X  
Nancy Woo X  


Advisors available for in-person and virtual consultations.

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
Corona-Norco Vanessa Hughes   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
Gardena Eric Reese   X
Glendale District Service Center Kush Thandi   X
Hesperia In-Store Michael Duarte   X
Huntington Beach Jason Persinger X  
Liz Shatzel   X
Inglewood Eric Reese   X
Irvine Jonathan Young X  
Andrea Uribe   X
La Habra Mark Givenrod X  
Flavio Hernandez   X
Ladera Heights Eric Reese   X
Lancaster Carlos Almazan   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
Madison Jeremey Hill  X  
Menifee Nadia Diaz   X
Mission Viejo–Crown Valley Fred Sediqi X  
Kaitlyn Suiter   X
Mission Viejo–Santa Margarita Fred Sediqi X  
Kaitlyn Suiter   X
Moreno Valley Ernest Campa   X
Murrieta Stephen Miller X  
Vanessa Hughes   X
Orange Kathryn Hackney X  
Victor Perez   X
Palm Desert Ernest Campa   X
Palmdale Carlos Almazan   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  
CJ Manalo   X
RiversideRiverwalk Aaron Handfield X  
Ernest Campa   X
RiversideUniversity Stephen Miller X  
Ernest Campa   X
Roseville Rene Patino X  

Sacramento–Crocker Village

Yamile Glenn

San Bernardino In-Store CJ Manalo   X
San Juan Capistrano District Fred Sediqi X  
Kaitlyn Suiter   X
Santa Ana Monica Chandra X  
Enrique Avila   X
Torrance Cao Tran X  
David Archila   X
Valencia Carlos Almazan   X
Walnut Andy Han X  
Alex Apodaca   X
West Covina Andy Han X  
Kush Thandi   X
Whittier Amber Gaitan   X



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.

Retirement & Investment Forms •  Retirement & Investment Forms
403(b) and 457(b) Plan Administration •  403(b) and 457(b) Plan Administration