SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL ADVISOR - AMBER GAITAN
Downey, Whittier
Direct Line: (714) 628-6550
agaitan@schoolsfirstfcu.org
Support Team: (800) 462-8328, ext. 4116, option 1
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Amber's personal retirement story is what inspires her to work one-on-one with school employees, helping them get their retirement plan off to a great start. "I got a late start on my retirement planning and know the hole you can create for yourself by not starting early. I love meeting with school employees at the start of their journey, helping them avoid the stumbles I've been through myself."
Amber is a fully registered and licensed retirement planning professional.
In her spare time, Amber enjoys spending time with her husband and large extended family, as well as spending time at the gym.
Amber Gaitan 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.