SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL ADVISOR - CARLOS ALMAZAN
Redlands, Riverside: Riverwalk
Direct Line: (951) 840-9339
calmazan@schoolsfirstfcu.org
Support Team: (800) 462-8328, ext. 4116, option 1
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Carlos has served our Members since 2009, and enjoys working with Members wherever they are on their retirement journey.
Helping school employees understand exactly how their pension works and how to supplement their income is his specialty. And while Carlos advises Members of the importance of saving for retirement early, even those who may be starting out later can still find a way to play catch-up. "Ultimately it's about making a difference in their lives," he says. And while he explains that Members can meet with him as frequently as they want, he stresses the importance of meeting with an advisor on, at least, an annual basis.
Carlos earned his bachelor's degree from California State University, Fullerton, and is FINRA registered to sell securities.
In his spare time, Carlos enjoys spending quality time with his family, especially at Disneyland. He also plays guitar and likes to stay active.
Carlos Almazan 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.