Budgeting & Financial Fitness Counseling

We’ll get you financially fit!

Budgeting and Financial Fitness Counseling

Not sure how to manage household expenses? Need tips for establishing good credit?  Need help maximizing your paycheck? Our “Financially Fit” service does the heavy lifting for you so you can reach your goals — more easily, effortlessly. The confidential service is free for members.

To set up an appointment or phone consultation, complete the form below or call one of our Certified Financial Fitness Counselors listed below the form.

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Please note: A signed Letter of Agreement is required before the time of your consultation.  Click here to print a copy for you to sign and return to your Certified Financial Fitness Counselor.

Cal Coast Financial Fitness Counselors

Plan on keeping your money happy!
Randy Brungardt—(858) 467-7583

Randy has over 20 years of credit union and/or banking experience in areas including financial counseling, internal audit, lending and branch operations. He has an undergraduate accounting degree with 7 years of accounting experience including 1.5 years in public accounting. He first began financial counseling in 2010.

Taralyn Rose—(858) 636-3056

Taralyn has over 18 years of credit union and/or banking experience in areas including financial counseling, lending and branch operations. In August 2009, she was hired as this program's first Financial Counselor and received her certification that same year.

We always have your best interest in mind. It shows in everything we do.

Our members are our most valuable asset. That’s why everything we do — from the accounts, loans and rates we offer, to the personalized caring attention we provide — is designed to help you to achieve your goals.

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