Management

Diversify your portfolio

Receive personalized guidance

Your financial goals are within reach

Your money matters to us, and we're here to help you maximize its potential. For all financial management services, Sal Guerrero, VP of Wealth Management and Education First Financial Group Representative, offers guidance. His industry knowledge and attentive service ensures you'll have an investment portfolio that's tailored to your needs.

Financial management services for Southeast Texas

Whether you're starting from square one or you're an experienced investor, Sal can save you time by thoroughly explaining all of your options and best possible scenarios. Careful management and objective advice are the hallmarks of financial management with Education First Financial Group.​
  • Investment Management: Your goals are always in sight, from the time we create a strategy to our ongoing monitoring and adjustments.
  • Portfolio Management: Access an array of options, including mutual funds, stocks and bonds, annuities, Individual Retirement Accounts and more.
  • Wealth Management: We'll help you maximize the value of your assets and minimize your tax exposure for the best possible growth opportunities.
Our Investor Connection site provides more information about our investment management services.

Check the background of this investment professional on FINRA's BrokerCheck.

*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.

FR-1684836.1-0117-0219