SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL REPRESENTATIVE - FELIPE MILLAN
Santa Ana
Direct Line: (657) 654-1045
fmillan@schoolsfirstfcu.org
Support Team: (800) 462-8328, ext. 4116, option 1
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Felipe Millan is a banking professional with eight years of experience, and holds SIE, Series 6 and 63 licenses with LPL Financial. He provides Members with World-Class Personal Service and helps them tailor an investment strategy in line with their risk tolerance.
Felipe appreciates helping Members looking to better themselves and work toward financial well-being. He loves to help them develop savings strategies beyond a simple savings account.
One of his most memorable Member experiences was helping a young school employee understand the benefits of a 403b retirement plan. He explained how her pension worked, including projection of future savings by making regular contributions. The Member was excited about building wealth she never thought she'd be able to do.
When he's not helping Members, Felipe enjoys attending soccer games, listening to music, playing video games and spending time with family.
Felipe Millan 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.