SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - VARSHA NAMBIAR
Costa Mesa
(800) 462-8328, ext. 4116, option 2
investments@schoolsfirstfcu.org
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Varsha Nambiar is a financial professional who has been in the industry for five years. She holds a Holistic Life Planning Certification from Columbia University and an engineering degree.
Varsha relates to educators, parents and business owners, believing everyone can benefit from financial planning, regardless of their income or background. She takes a comprehensive approach to financial planning, starting with a discovery session to understand her client’s financial goals. She then uses planning tools to identify strategies to pursue them. Varsha's investment philosophy is that it's not about timing the market, but about time in the market.
Varsha is passionate about helping her clients work toward their financial goals. She is a valued partner who will guide them through the ups and downs of the market.
In her spare time, Varsha enjoys traveling, yoga and listening to music. She is also a pet lover and has two dogs.
CA Insurance License 0M46529
Varsha Nambiar 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 |
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