California Coast Financial Services

Retirement planning and investment services to help you pursue a sound financial future.

Retirement Planning & Investments
Make an Appointment
Financial Advisors

California Coast Financial Services is dedicated to providing you with sound retirement planning and investment services with the exceptional level of member service that you have come to expect. It's part of our commitment to you and our promise to help you pursue a sound financial future.

Our experienced and knowledgeable Financial Advisors offer industry experience and personalized service, designed to help you pursue your financial needs and goals—all in the convenience of Cal Coast branch locations. Whether you’re a first time or an experienced investor, it’s always a great idea to plan for your financial future.

To learn more about our financial consultants, click here

View your LPL Account

At your service, in your branch.

As a member of Cal Coast, you’re welcome to schedule a complimentary consultation with one of our Financial Advisors.Together, you can discuss:

  • How to maximize your retirement earnings
  • Tax-deferred investments
  • Mutual funds
  • Traditional and Roth IRAs
  • Annuities
  • Rollover strategies
  • Life insurance
  • Education funding
  • Retirement analysis and planning

Unlike advisors in many large brokerage firms, our Financial Advisors are located within your local branch and provide you with personalized, one-on-one attention. Because your best interest is always in mind, Financial Advisors are not required to offer specific proprietary options, so you can rest assured that the information and recommendation you receive is unbiased.

Make An Appointment       Contact Me

Meet with one of our Financial Advisors for a consultation in a branch office near you, please call us at (858) 495-1625.


Financial Services Disclosure

Financial Advisors are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advice offered through PFG Advisors, a Registered Investment Advisor. PFG Advisors and Cal Coast Financial Services are separate entities from LPL Financial.

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.

Make An Appointment

To set up an appointment with a Financial Advisor, please complete the form below:

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Financial Advisors

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

Meet with one of our Financial Advisors for a consultation in a branch office near you, please call us at (858) 495-1625.



 

Financial Services Disclosure

Financial Advisors are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advice offered through PFG Advisors, a Registered Investment Advisor. PFG Advisors and Cal Coast Financial Services are separate entities from LPL Financial.


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.

Not NCUA Insured

Not Credit Union Guaranteed

May Lose Value

What's Your Cal Coast Advantage?

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Useful Tools & Services

We care about helping you save for whatever you need or want.

Savings Calculators  

Certificate Rates

Financial Check-Up

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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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Notice: Because there is a risk that information transmitted via Internet email could fall into the wrong hands, California Coast Credit Union suggests that confidential information, such as account numbers or social security numbers, not be transmitted via email. If this information must be stated please contact CCCU by phone or at your nearest office. Thank you. If you "Continue", the link will open a new email message in your default email program.

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