SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL REPRESENTATIVE - ERICA LUNA
Redlands, Riverside-Riverwalk, Riverside-University
Direct Line: (951) 966-1355
emluna@schoolsfirstfcu.org
Support Team: (800) 462-8328, ext. 4116, option 1
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Erica Luna is a seasoned financial professional with 24 years of financial services experience. She holds FINRA Series 6 and 63 registrations with LPL Financial, equipping her with the necessary skills to provide valuable financial guidance. Erica's extensive experience gives her the ability to navigate complex financial landscapes and offer tailored options for Members.
As a working mother of three daughters, Erica easily relates to Members who are balancing their careers with family life. Erica's approach to financial guidance is personal and goal-oriented. She strives to understand what is most important to Members she serves and helps them pursue both their small and significant goals.
Her investment philosophy is centered around empowering individuals to make informed financial decisions. Erica is dedicated to serving and advocating for clients’ best interests.
In her spare time, Erica enjoys spending quality time with her family, cherishing the moments away from work to focus on her personal life.
Erica Luna 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.