Investment Services

As a part of our commitment to help you work toward your financial goals, we created California Coast Financial Services, LLC*. A wholly owned subsidiary of California Coast Credit Union, California Coast Financial Services, LLC is dedicated to providing sound investment services to you with the exceptional level of member service which you have come to expect from California Coast. It's part of our commitment to you and our promise to help you pursue a sound financial future every step of the way.

California Coast Financial Services, LLC

The investment decisions you make today can dramatically affect your quality of life in the future. These decisions should be made in conjunction with a network of knowledgeable advisors who can provide you with the information and expertise you need to make informed choices.

California Coast Financial Services, LLC has established a working relationship with LPL Financial, a full-service brokerage firm, to provide you access to vast resources, industry expertise, a wide variety of investment services and full service planning.

California Coast Financial Services, LLC has experienced and knowledgeable LPL financial advisors available to meet with you in various branches of the credit union. Whether you are just starting off or you're a seasoned investor, our financial consultants will provide you with the steps to take today to work toward securing your retirement for tomorrow.

To learn more about our financial consultants, click here or visit your nearest branch to make an appointment.


Financial Services Disclosure

 California Coast Credit Union and California Coast Financial Services are not broker dealers and are not affiliated with LPL Financial.

Securities offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured

Not Credit Union Guaranteed

May Lose Value

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, CT, FL, IL, IN, KS, MA, MD, MO, MT, NC, NV, NY, OH, OR, PA, SD, VA, WA.