SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL ADVISOR - CHRISTOPHER OCEPEK
Lancaster, Palmdale, Valencia
Direct Line: (657) 265-7645
cocepek@schoolsfirstfcu.org
Support Team: (800) 462-8328, ext. 4116, option 1
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Christopher Ocepek has a bachelor's degree in business administration with a finance major from Kent State University. He has 23 years of experience in the financial services industry, and holds Series 7, Series 66, with LPL Financial and California Life and Health Insurance Licenses.
He provides Members with education, guidance and personalized care. His investment philosophy is to start saving for retirement as early as possible. He likes to explain that they don't need a lot of money to begin saving, noting they can start with as little as $25 per paycheck.
One of his most memorable Member experiences was helping a teacher, who was the first in her family to graduate from college, to learn about investments and enroll in a retirement account.
In his spare time, Christopher enjoys reading, jogging and traveling with his wife.
Christopher Ocepek is a financial advisor with, and securities 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.