SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - HABIB HABIBI
Virtual
(800) 462-8328, ext. 4116, option 2
investments@schoolsfirstfcu.org
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Habib Habibi is a well-versed financial professional with a bachelor’s degree in economics from University of California, Santa Barbara and nearly two years of experience in the finance sector. He holds several certifications, including Series 7, 65, 63 with LPL Financial, and health and life insurance licenses. Habib's educational background and certifications equip him with the expertise needed to help Members pursue their financial goals.
Habib has a particular affinity for Members at the beginning of their financial independence and those approaching retirement. His personal journey and family experiences have given him valuable insights into the challenges faced by these groups, enabling him to provide guidance that is both empathetic and practical. He believes in building strong, valued relationships through regular, hands-on interactions, ensuring that his clients are well-informed and comfortable with their financial decisions.
Outside of his professional life, Habib enjoys traveling and exploring local cuisines with his wife.
CA Insurance License 4259116
Habib Habibi 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.