SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL REPRESENTATIVE - MASON LIMM
Laguna Niguel, Mission Viejo-Crown Valley, San Clemente, San Juan Capistrano District
Direct Line: (657) 944-3365
mlimm@schoolsfirstfcu.org
Support Team: (800) 462-8328, ext. 4116, option 1
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Since 2017, Mason Limm has helped Members work toward their retirement goals. He holds a bachelor's degree in economics and management science from University of California, San Diego and currently holds SIE, Series 6 and Series 63 registrations with LPL Financial.
Mason works with Members on an individual basis to determine their short- and long-term financial goals, and then helps them create an investment strategy to fit their distinct needs. He emphasizes that everyone should understand how their pension plan works.
One of Mason's most memorable experiences happened when a Member thanked him for showing them what their savings might be in retirement.
In his spare time, he enjoys reading books, going to the gym, spending time with his pets and traveling.
Mason Limm 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.