SCHOOLSFIRST INVESTMENT SERVICES & SCHOOLSFIRST RETIREMENT PLANNING


MEET OUR ADVISORS

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 investment professionals associated with this site on FINRA's BrokerCheck.

Advisors available exclusively for virtual consultations.
SchoolsFirst Investment Services SchoolsFirst Retirement Planning
Brock McNeff
Ignacio Guzman
Nancy Woo
Advisors available for in-person and virtual consultations.
LocationSchoolsFirst Investment ServicesSchoolsFirst Retirement Planning
AnaheimMark GivenrodFlavio Hernandez
Anaheim HillsAaron HandfieldZandra Pirozko
CerritosMark GivenrodBrian Burnett
Chino ValleyAaron HandfieldAlex Apodaca
College Greens

Corona-NorcoAaron HandfieldVanessa Hughes
Costa MesaEric FrontinoLiz Shatzel
Cypress
Edward Arcilla
Downey
Amber Gaitan
Fountain ValleyChristian Del GiorgioVictor Perez
Fruitridge

Fullerton
Nadia Diaz
Garden Grove
Edward Arcilla
Glendale District Service Center
Kush Thandi
Hesperia In-Store
Michael Duarte
Huntington BeachEric FrontinoLiz Shatzel
Inglewood

IrvineJonathan YoungKim Romo
La HabraMark GivenrodFlavio Hernandez
Ladera Heights

Lancaster
Carlos Almazan
Long Beach–2nd Street
Matthew Pak
Long Beach–LakewoodCao TranBrian Burnett
Madison

Menifee
Vanessa Hughes
Mission Viejo–Crown Valley
Kaitlyn Suiter
Mission Viejo–Santa Margarita
Kaitlyn Suiter
Moreno Valley
Vanessa Hughes
MurrietaStephen MillerVanessa Hughes
OrangeKathryn HackneyVictor Perez
Palm Desert
Vanessa Hughes
Palmdale
Carlos Almazan
PasadenaAndy HanKush Thandi
Pico Rivera

PlacentiaTom AguileraZandra Pirozko
Rancho CucamongaAndy HanMichael Duarte
RedlandsStephen MillerCarlos Almazan
Riverside–RiverwalkAaron Handfield
Riverside–UniversityStephen MillerVanessa Hughes
RosevilleRene Patino
Sacramento–Crocker Village

San Bernardino In–Store
Carlos Almazan
San Juan Capistrano District
Kaitlyn Suiter
Santa Ana
Enrique Avila
TorranceCao TranMatthew Pak
TustinIzamar PerezPedro Ureno
Upland
Michael Duarte
Valencia
Carlos Almazan
WalnutAndy HanAlex Apodaca
West CovinaAndy HanKush Thandi
Whittier
Amber Gaitan


Disclosures


​The financial professionals with SchoolsFirst Investment Services and SchoolsFirst Retirement Planning are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union (SchoolsFirst FCU), SchoolsFirst Investment Services and SchoolsFirst Retirement Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services and/or SchoolsFirst Retirement Planning, and may also be employees of SchoolsFirst FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SchoolsFirst FCU,  SchoolsFirst Investment Services or SchoolsFirst Retirement Planning.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.