Investments & Retirement

Saving for your future depends on what you do today.

Start Planning Your Future Today

Early investments can lead to compounding returns. Whether you're just getting started with a 401 (k) or you're looking to maximize returns, Cal Coast has the resources and tools to help you build the cushion that will fund a comfortable, secure and enjoyable retirement. 

Why invest with Cal Coast? 

  • Access to expert, local financial advisors that get to know you and your individual goals to provide a truly personalized investment strategy.
  • Wealth management and retirement planning with a dedicated Cal Coast Financial Advisor.
  • The opportunity to join a Credit Union that has you and your family's best interest in mind at all times - a perk that big banks can't provide

Retirement Options

IRA Savings

No Minimum Opening Balance
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  • No minimum opening balance
  • Variable rate
  • Traditional, Roth, Spousal, Coverdell and SEP Savings available
  • Additional deposits allowed at any time

IRA Certificates1

Begin with as little as
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  • Competitive fixed rates
  • Choose a term between three months and five years
  • Traditional, Roth, Spousal, Coverdell and SEP IRAS available 

Retirement Planning2

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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.

Financial Planning

California Coast Financial Services2

  • Retirement Planning
  • College and Higher Education Savings Plans
  • Income/Distribution Planning
  • Investment Planning Tax-Advantaged Investments
  • IRAs, Roth IRAs, 401(k) and 403(b) Plans
  • Mutual Funds, Stock and Bonds
  • Fixed and Variable Annuities
  • Personal Financial Assessments
  • Comprehensive Financial Guidance
  • Trust and Estate Planning
  1. Penalty for early withdrawal applies to all certificate types unless otherwise indicated. Rates and terms are subject to change without notice.
  2. Check the background of this investment professional on FINRA’s BrokerCheck

    Located at: 898 Jackman St, El Cajon, CA. 92020 (858) 495-1600

    Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.

    Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

    Click here to view Cetera Investment Services Important Information, Privacy Policy and Business Continuity Plan.

    This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at

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