SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - TOM AGUILERA
Placentia
(800) 462-8328, ext. 4116, option 2
investments@schoolsfirstfcu.org
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Since 1996, Tom has had a passion for helping investors make sound financial plans and discovering the investments that are right for them. He enjoys working with Members who have a desire to learn what steps they can take to improve their financial futures and believes that annual reviews are a great place to start, but as retirement approaches, communicating more often is key. "The closer you get to your goal, the more check-ups are required to make sure you're on track."
When he's not advising Members, Tom loves being with his family and dog. An avid outdoorsman, he enjoys hiking in Joshua Tree and riding ATVs and other outdoor motor sports in the desert and along the California coastline.
Tom is fluent in Spanish, and is a fully registered and licensed investment and retirement planning professional. He earned a bachelor's degree in finance, with an emphasis in financial planning, from California State University, Fullerton, is registered to sell securities, and holds a California Life/Health Insurance License.
CA Insurance License 0D47281
Tom Aguilera 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.