SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - ERIC FRONTINO
Huntington Beach
(800) 462-8328, ext. 4116, option 2
investments@schoolsfirstfcu.org
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Eric started his career in banking in 2007 and has been serving Members for over eight years. He believes a good financial foundation can have a big impact and particularly enjoys working with Members who are just starting off.
When Eric meets with Members he focuses on building a partnership through trust. The financial well-being of our Members is our number one priority. Their needs are going to come before ours, he says.
Eric wants Members to know what a financial advisor is here to do and what they can offer. We do a financial review and we provide realistic expectations based on the Members' risk tolerance. We cater the plan specifically to where the Member is and what their goals are.
Eric is a fully registered and licensed investment and retirement planning professional and is registered to sell securities. He earned his bachelor's degree in Finance at California State University, Long Beach.
When he's not helping Members, Eric spends as much time as possible with his children. Their favorite place to go is the park where they can play soccer and enjoy the outdoors.
CA Insurance License 0M72174
Eric Frontino 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 Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services 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 Investment Services. 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.