SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - IZAMAR PEREZ
Irvine
(800) 462-8328, ext. 4116, option 2
investments@schoolsfirstfcu.org
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Since 2015, Izamar has been helping Members work toward their financial goals. No matter where they are on their financial journey, she is encouraged when they are open to understanding financial concepts and applying them to their own circumstances. “I learn new things every day and I love working with Members who are interested in understanding smart ways to plan for their future,” she says.
Izamar says that every Member’s situation is unique and their needs vary. “Some Members prefer annual review meetings, while others prefer quarterly meetings. I just want Members to feel comfortable coming to me as often as they need to and on their own terms.” She stays informed on current market trends to help Members take advantage of investing opportunities and minimize risk.
Izamar is a fully registered and licensed investment and retirement planning professional. She earned her bachelor’s degree in business administration with a minor in economics, and is registered to sell securities.
When she’s not helping Members, Izamar enjoys traveling but is happy with staycations, too. She’s been to 11 different countries and is on the lookout for her next adventure.
CA Insurance License 0M34611
Izamar Perez 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.