SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL REPRESENTATIVE - MICHAEL DUARTE
Rancho Cucamonga, Upland, Victorville
Direct Line: (714) 914-7447
mduarte@schoolsfirstfcu.org
Support Team: (800) 462-8328, ext. 4116, option 1
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Michael has more than two decades of experience in the financial services industry, with 14 years spent helping school employees at SchoolsFirst Retirement Planning. He holds FINRA Series 6 and 63 registrations through LPL Financial and has passed the Securities Industry Essentials (SIE) exam.
"Members are happy to hear that I'll be their primary point of contact if they ever have any questions about their retirement plan," he explains. "Their retirement is very important to me, and they know that I'm available to them if they have any questions or need experienced guidance. Building these relationships and providing exceptional service is one of the big differences you'll get with SchoolsFirst Retirement Planning."
In his spare time, Michael enjoys family time and vacations, as well as participating in church ministries with his wife.
Michael Duarte is a financial representative with, and securities 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 Retirement Planning are not registered as a broker/dealer or investment advisor. 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.