Meet the Team

ORANGE COUNTY'S RETIREMENT & INVESTMENT SERVICES

Meet the Team

Robert Kirkland

LPL Financial Advisor serving Anaheim, Fullerton, Long Beach, and Yorba Linda.

Meet Robert

Shaun Soukenik

LPL Financial Advisor serving Huntington Beach, Lake Forest, and Santa Ana.

Meet Shaun

Fadi Mansour

LPL Financial Advisor serving Irvine, Mission Viejo, and Santa Ana

Meet Fadi

Lily Pilapil

Senior Client Services Associate

Learn More About Lily

Carlos Bernabe

Senior Client Services Associate

Learn More About Carlos

Christa Wales

Client Services Associate

Learn More About Christa

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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. Orange County's Credit Union and Orange County's Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Orange County's Retirement & Investment Services, and may also be employees of Orange County's Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Orange County's Credit Union or Orange County's Retirement & 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