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

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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.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.


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 California 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.

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


Aaron J. Lampert, Financial Advisor

Aaron J. Lampert is a Financial Advisor for California Coast Financial Services. With over 10 years of experience, he brings a wealth of experience and knowledge to help clients pursue their long-term financial goals through comprehensive, individualized financial planning. Aaron’s diverse background and training enables him to help in a broad range of functions. Utilizing investment analysis, Aaron works closely with clients to develop customized financial strategies including asset management, financial planning, insurance, retirement planning and assessments of 401(k) plans.

Aaron understands that each person has different goals depending on where they are in their financial life. Utilizing a needs-based approach to determine which investment strategies work best, he has helped many people succeed in building wealth to secure their retirement goals.

Aaron currently holds Series 7 and 66 registrations and is registered for Securities in California, Arizona and Illinois. CA Insurance License #0I96886

To schedule your complimentary consultation, call (858) 636-4241.

 

Mark Roesch, Financial Advisor

Mark Roesch is a Financial Advisor for California Coast Financial Services. Mark offers a wide range of consultative financial services to clients such as retirement planning, estate planning, college funding, investments and asset allocation. Mark is dedicated to building trusted collaborative relationships with clients. He takes a client-focused approach and examines current financial situation to determine tailored plans to help pursue financial needs and goals.

Mark earned a Bachelor of Science degree in Business Administration at San Diego State University. He currently holds Series 7 and 66 registrations and is registered for Securities in California.

CA Insurance License # 0I85543

To schedule your complimentary consultation, call (858) 636-4259.

 

Sandra Torres,CRPC®, Financial Advisor

Sandra Torres is a Financial Advisor for California Coast Financial Services. Sandra is a seasoned industry veteran with over 30 years of financial services experience. She offers a wealth of knowledge and experience to help her clients pursue their financial goals.

Sandra has a client-focused approach to financial planning and offers objective, unbiased advice and service. Specializing in retirement planning, she works closely with clients to develop customized financial strategies that incorporate 401K rollovers, lump sum rollovers, IRA management, pension selection and pension maximization.

Sandra is committed to financial literacy and enjoys sharing her knowledge and expertise with individuals and groups on such topics as asset allocation, retirement planning, financial management, college planning and succession planning. She firmly believes that education can help individuals make sound financial decisions and takes every opportunity to ensure that her clients are well informed.

Sandra earned a Bachelor’s in Business Administration from the University of Phoenix. She currently holds Series 7, 9, 10, 31, 63 and 65 registrations and is registered for Securities in California. In addition, she is a Chartered Retirement Planning Counselor (CRPC®).

CA Insurance License # 0C06947

To schedule your complimentary consultation, call (858) 636-4248.

 

Tim Barnard, Financial Advisor

Tim Barnard is a Financial Advisor for California Coast Financial Services. He brings over two decades of experience in the financial industry and specializes in providing customized comprehensive financial planning, tax strategy, wealth management and investment advisory services. He takes a client-based approach and believes in building long-term, solid relationships that are based upon trust and
quality service.

Tim recognizes the importance of financial literacy and is dedicated to sharing his knowledge with clients to help them feel comfortable with investing. He excels at developing customized financial plans that not only anticipate client needs, but remain flexible to accommodate their evolving financial needs.

Tim earned a Bachelor’s in Communications from Hanover College. He currently holds his Series 7 and 63 securities registrations with LPL Financial and his 65 registration with PFG Advisors. He is registered for life insurance with the state of California.

To schedule your complimentary consultation, call (858) 636-4270.
 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.


 

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 California 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

 

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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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