Your LPL Financial Advisor
California Coast Financial Services, LLC has a staff of experienced and knowledgeable financial consultants available to meet with you in various branches of California Coast Credit Union.
Unlike advisors in many large brokerage firms, our Consultants are located within your local branch at the credit union, to provide you with the one-on-one relationship and personal attention you have come to expect from California Coast Financial Services. Because of this relationship, you will enjoy the convenience of having more investment choices to choose from, access to a wide range of products and services, and the confidence that all of your financial needs can be addressed in one place.
And because your LPL financial advisors are not required to offer specific proprietary products, you will receive unbiased information and recommendations which are tailored to fit your individual needs.
Our Advisors are registered through LPL Financial, the nation's largest independent broker/dealer* providing you with access to an unlimited amount of resources and industry expertise, helping to provide you with full-service investment and retirement planning with a long-term commitment to help pursue your financial goals.
*As reported in Financial Planning Magazine June 1996-2013, based on total revenues.
As a member of California Coast Credit Union, you are invited to take advantage of a complimentary consultation with one of our California Coast Financial Services Consultants. Together you can discuss your personal planning needs, which may consist of How to Maximize your Retirement Earnings, Tax Deferred Investments, Mutual Funds, Traditional and Roth IRA's, Annuities, 401k Rollovers Strategies, Life Insurance, Education Funding and Retirement Analysis and Planning.
Meet Our Advisors
California Coast Financial Services, LLC has 3 LPL Financial Advisors available for you.
LPL Registered Principal
LPL Financial Advisor
CCFS Program Manager
Robin is a Registered Principal and Financial Advisor with LPL Financial specializing in investments, retirement and income planning. Robin graduated with honors with a Bachelor's degree in Finance and has years of extensive knowledge in the field of financial services.
Through a one-on-one consultation, Robin strives to fully understand her client's need, objectives and their short and long-term goals. Robin takes the time to educate her clients enabling them to become informed investors and make the best choices possible for their financial well-being. She provides comprehensive recommendations to create and assist you in implementing a customized plan to pursue your financial goals.
A caring and knowledgeable professional, Robin has been assisting credit union members since 1984. She understands the importance of building and maintaining strong relationships, and credits this as one of the keys to her success. Away from the office she devotes her time to her family and enjoys the outdoors.
To schedule a complimentary consultation with Robin, contact her at (858) 467-7525 or (877) 495-1600 ext. 7525.
CA Insurance License # OD48461
CERTIFIED FINANCIAL PLANNER™
LPL Financial Advisor
Craig is a CERTIFIED FINANCIAL PLANNER® with LPL Financial specializing in financial goal setting, retirement and life transition planning. He earned his Masters Degree in Financial Planning and Taxation from SDSU, and has over 18 years of experience in the financial services field, working specifically with credit union members since 1992.
He is highly regarded by other professionals in the industry, and more importantly by the many clients and credit union members he has worked with.
Craig's ability to explain the often confusing world of investments and insurance in a clear and concise manner, has earned him the ongoing respect and trust of his clients. Through a personalized analysis of your individual needs, he will create and assist you in implementing a customized plan to pursue your financial goals. He believes that planning is truly the one key to long term financial success, and is committed to helping you work towards your short and long term goals.
To schedule a complimentary consultation with Craig, contact him at (858) 391-3952 or (877) 495-1600 ext. 3952.
CA Insurance License # 0D23302
CERTIFIED FINANCIAL PLANNER®
LPL Financial Advisor
Steve M. Fagas is a Financial Advisor with LPL Financial specializing in comprehensive investment and retirement planning. Steve graduated from Missouri State University with a B.S. in Finance and a Minor in Real Estate, has been in the financial services industry since 1993 and with LPL since 1998.
Steve strives to do what is right for his clients by fully understanding their needs and offering objective, unbiased advice and service. His expertise in 401k rollovers, lump sum rollovers, IRA management, pension selection and pension maximization helps clients navigate financial situations for every life stage.
Steve is committed to financial literacy and enjoys sharing his knowledge and expertise with individuals and groups on topics such as retirement, estate and comprehensive planning. He truly believes that education helps individuals make informed financial decisions and takes every opportunity to ensure his clients are well-informed.
Away from the office, Steve enjoys the beach and outdoor activities with friends and family.
To schedule your complimentary consultation with Steve, contact him at (858) 467-7586 or (877) 495-1600 ext. 7586.
CA Insurance License # 0C23892
California Coast Credit Union & California Coast Financial Services are not registered broker dealers and are not affiliated with LPL Financial. Securities offered through LPL Financial. Securities offered through LPL Financial. Member FINRA/SIPC Insurance products offered through LPL Financial or its licensed affiliates.