From one-on-one coaching to monthly workshops on relevant topics with certified financial advisers, Cal Coast values providing free financial education to our members.
At Cal Coast, our members are our most important asset and it’s our mission to simplify their lives in order to help them achieve financial prosperity.
We're not only a full-service financial institution that offers the same products and services as the larger banks (with lower rates of course), but to us, it’s also about education and providing valualbe resources for our member through our financial wellness programs.
We are constantly growing and adapting our financial wellness initiatives as the needs of our members change. Impacting the lives of our members by helping them reduce debt, save for personal and professional goals and live a prosperous life is the reason we exist.
Here are some of the most popular Cal Coast Financial Wellness programs, offered exclusively to our members:
Introducing Enrich! Your source for financial wellness and education featuring dynamic and interactive tools, courses and resources to deliver a highly personalized experience designed just for you.
Our free one-on-one financial coaching with a certified financial coach is popular with our members and we are proud to have some amazing success stories come out of this program.
We offer our members a complimentary consultation with one of our expert financial advisers – whether you’re curious about how to start investing, planning for retirement or have questions about life insurance, you will receive honest and personalized advice that sets you up for success.
In addition to our member-specific programs, we also offer opportunities open to the public, whether you are a Cal Coast member or not, we welcome you to take advantage of these programs. Here are a few of those programs:
We host workshops every month on a Wednesday afternoon. The workshops range on a variety of relevant topics related to personal finance. Light refreshments are provided. At this time, all workshops are virtual. Please register online to receive an email with the link.
We constantly develop content with free advice, tips and tools available in the Articles section of our website. You can filter articles by topic or keyword. We research the most common questions and needs of our community and then our certified coaches provide detailed solutions on a variety of topics related to budgeting, paying off debt, saving, investing and fraud prevention.
We offer these sessions at local schools in San Diego and Riverside county. If you are an educator and would like more information on Bite of Reality, please email firstname.lastname@example.org.
Your credit score is one measure of your financial health and whether you’re responsibly managing your money. Lenders often use this information to assess your reliability as a borrower—whether you pay back your loans regularly and on time.
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2. California Coast Credit Union does not endorse or encourage the product or services. CCCU urges you to do your own due diligence on the vendor and its product/service.
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 encourage you to do your own due diligence when making decisions regarding your financial management.
Have a question about your account, applying for a loan or perhaps you're ready to talk refinancing? Whatever your question or need, our Member Service Center is always happily available to walk you through every step of the process with your best interest at heart.