Financial Representative - Kaitlyn Suiter
Mission Viejo-Crown Valley, Mission Viejo-Santa Margarita, San Juan Capistrano
800.462.8328, Ext. 4116, Option 1
retirementadvisors@schoolsfirstfcu.org
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Kaitlyn has been working serving credit union Members for more than 10 years and finds it easy to relate to Members whether they are just starting to think about their retirement or are further along in their journey.
For Kaitlyn, setting Members up for success in retirement starts with education. She begins by helping them understand where they are and listening to where they want to go. With each Member's unique needs in mind, we can begin to paint that picture together," she says. "Everyone is so different — some Members want to travel after they retire and others are more content staying local."
Kaitlyn is FINRA registered to sell securities.
In her spare time, she is a self-proclaimed cheer mom and photographer.
To make an appointment with Kaitlyn, call 800.462.8328, Ext. 4116, Option 1.
Kaitlyn Suiter is a financial representative with, and securities 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 and SchoolsFirst Retirement Planning are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Retirement Planning, and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of SchoolsFirst Federal Credit Union 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.