Financial Wellness Products and Resources
Exclusive Benefits for City of San Diego Employees
As a preferred partner, California Coast Credit Union offers the City of San Diego employees special offers and value-added services. Our goal is to be a resource for financial solutions and information that can help you achieve your financial goals.
Financial Tools and Resources
We are committed to helping you understand and manage your financial resources. Cal Coast provides a variety of complimentary informative financial webinars, tools and resources to help take the guesswork out of planning your finances.
May Webinar
Smart Habits for a Debt-Free Life
May 21, 2025 at 12PM
Uncover effective strategies for maintaining healthy borrowing habits and steering clear of "bad debt." Learn how to manage your finances wisely and build a secure, debt-free future.
Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.
Presented by Taralyn Rose - Manager, Cal Coast Financial Fitness & Coaching
June Workshop (In Person)
Protecting Seniors from Financial Elder Abuse (In-person Lunch and Learn)
June 18, 2025 at 12PM
Learn how to identify and prevent financial elder abuse, ensuring the financial safety and well-being of our senior community. This session will cover common signs of abuse, preventive measures, and steps to take if you suspect financial exploitation.
Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.
Presented by;
Denise Fernandez, Lead BSA Risk Analyst, California Coast Credit Union
Stephanie Sewell, Manager, Fraud/Loss Prevention, California Coast Credit Union
July Webinar
TBA
- Protecting Your Credit with an Emergency Payment Strategy
- Budgeting for the "New Norm"
- 5 Steps to Dealing with Debt
- 7 Things to do Before you Retire
and more...
Check back every month for new video webinars discussing various financial topics designed with you in mind.
Enrich Tools and Resources
Cal Coast is delighted to introduce you to Enrich - your source for financial wellness and education. Enrich features dynamic and interactive financial tools, courses and resources to deliver a highly personalized experience designed just for you.
You now have access to thousands of articles, informative videos, games and more designed to improve your family’s financial wellness, at no cost to you. In addition to 20 interactive financial courses, you have at your fingertips an array of financial tools including a budgeting tool, retirement analyzer, home affordability tool, student loan snapshot tool, financial aid coaching tool, job search and resume analysis, scholarship search tool, GPS to Success and more.
Start your journey down the path to greater financial health with Your Money Personality Assessment today.
1Limited time offer subject to change. New member must be at least 13 or older to qualify. Ages 13 through 15 require a parent or guardian to be joint on the account. Bonus subject to tax reporting. One-time $50 dividend bonus paid into new member savings account when qualifying accounts are opened. Account can be opened at any Cal Coast branch to qualify or be opened online using promo code “NEWMBR.PROMO”. Requires Free Checking with eStatements account, $25 minimum savings or checking account balance, and one of these eServices: direct deposit, online banking or online bill pay. Qualifying accounts must be opened within 60 days of membership date to be eligible for the $50 dividend bonus.
2Additional $25 dividend bonus will be credited to new member savings account within 60 days of Auto or Real Estate loan funding. Bonus subject to tax reporting. Program subject to change without notice.
