Financial Advisor
Moreno Valley, Redlands, San Bernardino In-Store
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.
With over 14 years of financial industry experience, Ernest enjoys being someone Members can rely on for retirement advice. "Members are experts in their fields, and I want to be their expert in their retirement. As a salaried financial advisor, I am able to give an unbiased financial review and provide great service for our Members."
Ernest is a fully registered and licensed investment and retirement planning professional, is FINRA registered to sell securities, and holds California Life and Disability licenses.
In his free time, Ernest can be found golfing and enjoying the beaches and mountains with his wife and daughter.
To make an appointment with Ernest, 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. FR-3556543.1-0421-0523.
CA Insurance License 0G5883
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."