SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL ADVISOR - KEVIN TRAN
Pico Rivera, South Gate
Direct Line: (949) 274-0741
ketran@schoolsfirstfcu.org
Support Team: (800) 462-8328, ext. 4116, option 1
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Kevin Tran is a financial professional with seven years of experience in the industry, holding his Series 7 & 66 licenses and a CA Life insurance certification with LPL Financial. He connects with all his Members, especially those who need guidance, as he has been in their shoes.
During his first meeting with a Member, Kevin focuses on getting to know them and understanding their goals so he can help them create a personalized plan. He believes the biggest challenge Members face is not understanding their own financial situation. He helps them see the big picture and develop a retirement strategy that works for them.
One of his most memorable experiences was helping a Member improve their credit score and seeing them a year later with a much better interest rate for their car loan.
In his spare time, Kevin enjoys playing basketball and working on his car.
Kevin Tran is a financial advisor 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.