SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL ADVISOR - ALEX APODACA
Chino Valley, Walnut
Direct Line: (714) 673-9436
aapodaca@schoolsfirstfcu.org
Support Team: (800) 462-8328, ext. 4116, option 1
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Alex has worked in the financial industry for over 10 years. He takes pride in educating school employees about saving for retirement, especially when they don't think saving is possible. "Having a young family myself, I understand the conflicting responsibilities of managing family expenses and saving for retirement. I enjoy showing Members that small retirement contributions, over time, can make a big difference."
In his free time, Alex enjoys spending time with his family and getting away on spontaneous road tips throughout California and the surrounding states.
Alex earned a bachelor's degree from California State University, Fullerton. He is registered to sell securities and holds a California Life/Health Insurance License.
CA Insurance License 0I34597
Alex Apodaca is a financial advisor 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 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 |
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.