Financial Advisor
Fountain Valley
800.462.8328, Ext. 4116, Option 1
retirementadvisors@schoolsfirstfcu.org
Check the background of this investment professional on FINRA's BrokerCheck.
CBSI is under contract with the Credit Union to make securities available to Members.
Brittany's passion for planning helps school employees work toward their retirement goals. She works one-on-one with Members to create retirement plans that are as unique as they are.
Brittany explains, "Not everything is a cookie-cutter situation. What works for one person won't necessarily work for another and every plan should be tailored to the individual. Although tips from family and friends can get one pointed in the right direction, it's best to get advice from a professional."
Brittany is a fully registered and licensed retirement planning professional. She earned her bachelor's degree in Mathematics, with an emphasis in Mathematical Finance from the University of California, Irvine.
When she's not working with school employees, Brittany loves to travel and try new foods. A goal of hers is to visit every Disney Park in the world.
To make an appointment with Brittany, 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. Financial professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the Credit Union to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all 50 states of the United States of America. FR-3851664.1-1021-1023.
CA Insurance License 0K9617
Now, all these years later, when I see how my money has grown in a safe place, I am very, very happy that I did exactly as I was advised because it allowed me to maximize my income."