SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL REPRESENTATIVE - SHANNON ADEA
Moreno Valley, Palm Desert
Direct Line: (949) 543-5250
sadea@schoolsfirstfcu.org
Support Team: (800) 462-8328, ext. 4116, option 1
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Shannon Adea has over seven years of experience in the financial industry, including five years at Wells Fargo and nearly two years at SchoolsFirst Retirement Planning. She holds the SIE, Series 6 and Series 63 certifications with LPL Financial and is passionate about helping Credit Union Members understand their retirement plans.
When Shannon first meets with a Member, she sets clear expectations and discusses their financial goals, emphasizing the importance of annual reviews to keep their plans on track. She believes in empowering Members to feel confident and in control of their retirement. Shannon's personalized approach focuses on building strong relationships and tailoring guidance to each Member's unique financial situation.
Outside of work, Shannon enjoys spending time with her dog, Mamba, named after Kobe Bryant. She also finds relaxation in painting, a creative hobby that helps her unwind and stay balanced.
Shannon Adea 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.