Financial Wellness
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.
Free Resources in 2023
- Financial Fitness Webinars: we are continuing to offer monthly webinars this year with expert financial fitness coaches. These webinars are informative and provide tangible solutions to take control of your finances, plan for your future and save for life's important milestones.
- 1:1 Personalized Coaching: One of the beautiful things about being a member of Cal Coast is our free 1:1 financial coaching services. This is exclusive to our members, 100% confidential and customized to fit your goals. We have so many success stories from this program and it's no cost to you other than some time and commitment.
- Wealth Management: Similar to our 1:1 coaching, we offer our members access to financial advisors who can help you achieve your financial goals. Schedule a free consultation on our website. Our financial advisors help members with retirement planning, IRAs, mutual funds, stocks, and so much more.
- 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.
Helping You Achieve Financial Prosperity
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.
Our 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:
Enrich Financial Wellness Tools & Resources
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.
Budgeting & Financial Coaching
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.
California Coast Financial Services1
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:
Monthly Workshops2
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.
Financial Wellness Blog
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.
Bite of Realty Youth Literacy Sessions
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 wrivera@calcoastcu.org.
6 Tips to Boost Your Credit Score
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.
- Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through PFG Advisors. California Coast Financial Services, California Coast Credit Union, Securities America, and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice. Trust services provided by Premier Trust, a subsidiary of Ladenburg Thalmann.
CLICK HERE FOR A COPY OF PFG ADVISORS' RELATIONSHIP SUMMARY (FORM CRS)
CLICK HERE FOR A COPY OF SECURITIES AMERICA, INC'S RELATIONSHIP SUMMARY (FORM CRS)
Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV.CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
| Not NCUA Insured | Not Credit Union Guaranteed | May Lose Value |
This site is published for residents of the United States and is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
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.
Don't be a stranger, we're your neighbor
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.
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