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.

April Webinar

Estate Empowerment: Secure Your Legacy with Estate Planning

April 10, 2024

12:00PM - 12:45PM

In honor of Financial Literacy Month, join us for a special estate planning workshop designed to empower you with the knowledge and tools needed to protect your assets and leave a lasting legacy for future generations.

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 O’Neill Dewey, Partnerships Manager, Trust & Will

May Webinar

TBA

June Webinar

TBA

Free Recorded Webinars

Catch any previous Cal Coast Financial Wellness Webinars you might have missed on YouTube.
 
Topics include:
  • 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

Member Benefits

What You’ll Love About Us

  • $100 for new Cal Coast members1
  • Membership fee waived for all City of San Diego employees
  • Coast into Cash Referral Program
  • Monthly onsite Cal Coast Days with drawings (no purchase necessary)
  • Financial education webinars
  • Enrich financial wellness tools and resources
  • Special offers not available to the public
  • Community and charity event support and collaboration
  • Low home, personal and auto loan rates
  • Free Checking with eStatements
  • Free mobile banking, bill pay and mobile deposit2
  • Over 25 branches and 60 local shared branches
  • Free ATM access - 600 local and 30,000 nationwide
  • Free financial counseling and free financial workshops
  • Friendly, knowledgeable staff and “concierge” service

Apply Now

1Limited time offer starting 7/1/22 and valid though the end of 9/30/22. 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. Remaining $50 to be deposited within (7) business days. Account can be opened at any Cal Coast branch to qualify or be opened online using promo code “CCCU100”. 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 $100 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. 20-0395 PUB 9/20