SchoolsFirst Investment Services & SchoolsFirst Retirement Planning
Meet Our Financial Professionals
Select a financial professional below to learn more about them. They're available for in-person or virtual consultations, including phone and video calls.
To schedule a consultation, select "Make an appointment" on their page or call us at (800) 462-8328, ext. 4116.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Financial professionals available for virtual consultations.
SchoolsFirst Investment Services |
SchoolsFirst Retirement Planning |
|---|---|
| Habib Habibi Marc Hsu |
Carlos Almazan |
Financial professionals available for in-person and virtual consultations.
Call
Monday through Friday, 7 a.m. – 7 p.m.
Saturday, 9 a.m. – 3 p.m.
Need Guidance?
Meet with a financial professional at a branch of your choice or virtually.
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 |
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.