SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL REPRESENTATIVE - David Roeder
Placentia
Support Team: (800) 462-8328, ext. 4116, option 1
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
David Roeder is a seasoned financial professional with over 10 years in the finance industry, holding Series 6 and 63 licenses with LPL Financial. He specializes in helping Members balance saving for the future with enjoying life now. David's approach is educational, focusing first on Members' primary objectives and empowering them with the confidence to make sound financial decisions.
David advocates for the power of investing as a means to create generational wealth, emphasizing the importance of patience and strategic planning. He is dedicated to debunking the misconception that one must work forever, promoting proactive retirement planning so that individuals can enjoy their later years.
Outside of work, David is an avid outdoorsman, enjoying activities like camping, hiking and golf.
David Roeder is a registered representative with, and securities are offered through LPL Financial (LPL), a registered 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. 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.