SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - IGNACIO GUZMAN
Santa Ana
(800) 462-8328, ext. 4116, option 2
investments@schoolsfirstfcu.org
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As a financial advisor, Ignacio helps Members develop strategies to reach their goals and become confident about investing for their future. “With the proper guidance, Members can take appropriate risks that ultimately lead to financial well-being,” he says.
Ignacio is a fully registered and licensed investment and retirement planning professional and is FINRA registered to sell securities. He earned his bachelor’s degree in Finance from California State University, Fullerton.
In his spare time, Ignacio enjoys international travel and hiking. He also enjoys sporting events, especially baseball games.
CA Insurance License 4011982
Ignacio Guzman 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.