SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL ADVISOR - BRIAN BURNETT
Cerritos, Long Beach-Lakewood
Direct Line: (714) 975-0268
bburnett@schoolsfirstfcu.org
Support Team: (800) 462-8328, ext. 4116, option 1
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Brian has enjoyed serving Members since 2011, and it's his Member Service background that inspires him to work one-on-one with school employees, answering their questions and helping them build a foundation for their future.
Brian explains, "Making a difference in Members' lives is my passion. When I sit down with Members, I explain how the decision to save for retirement is going to have a huge impact on the rest of their lives. This is the start of something great and I'll be here to take care of your future needs."
Brian earned his bachelor's degree from California State University, Fullerton, is FINRA registered to sell securities and holds California Life and Disability licenses.
In his spare time, Brian enjoys spending time with his wife and two children, attending sporting events, going to the beach and hiking.
Brian Burnett 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.