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

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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Meet our Advisor

Robin Bechtel

Financial Advisor

Robin is a Financial Advisor specializing in investments, retirement and income planning. Through a one-on-one consultation, Robin strives to fully understand your needs, objectives and short- and long-term goals. Robin takes the time to educate you, enabling you to become an informed investor and make the best choices possible for your financial well-being. She provides comprehensive recommendations to create and assist in implementing a customized plan to pursue your financial goals.

A caring and knowledgeable professional, Robin has been assisting credit union members since 1984. She understands the importance of building and maintaining strong relationships, and credits this as one of the keys to her success.

Robin graduated with honors with a Bachelor of Science in Finance and has years of extensive knowledge in the field of financial services and holds her Series 7, 24, 63 and 66 registrations.

Robin is registered for Securities in the following states: AZ, CA, CO, IL, MO, NV and NY.

CA Insurance License # OD48461

To schedule a complimentary consultation with Robin, call (858) 467-7525 or (877) 495-1600, ext. 7525.



 

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?

Learn More

Useful Tools & Services

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

Savings Calculators  

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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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