SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL REPRESENTATIVE - ROBERT SANDOVAL
Robert Sandoval brings over a decade of expertise to his role as a financial professional, backed by a solid educational foundation and numerous professional certifications. His dedication to the financial industry is fueled by a desire to ensure Members are well-prepared for the future, with a clear understanding of the opportunities available to enhance their retirement savings.
In his interactions with Members, Robert is known for his punctuality and thorough preparation, ensuring every meeting addresses all primary concerns before moving on to personalized recommendations. His investment philosophy is centered on providing transparent and valuable financial guidance, aiming to foster long-term well-being and financial freedom for Members.
Outside the office, Robert's personal life is deeply rooted in family activities, particularly enjoying barbecues with his loved ones.
Robert Sandoval 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.