加州海岸金融服务公司

加州海岸信用社 is currently in the process of transitioning our Investment Program to Cetera Investment 服务 LLC. It’s important to note that while this transition is taking place your accounts 和 the assets invested in those accounts are safe 和 intact. Our Financial Professionals are available to assist you with any questions you may have during this transition period.

我们如何帮助您实现您的目标?

Our experienced 和 knowledgeable Financial Advisors offer industry experience 和 personalized service, designed to help you pursue your financial needs 和 goals — all in the convenience of a Cal Coast branch. 

本地诚信谘询

Our Financial Advisors bring the same wealth of knowledge, but are located in our Cal Coast branches. This allows us to spend the necessary time with each 成员 - really getting to know your financial situation, 目标和需求,这样你就不会感到匆忙. Our advisors are problem solvers so you'll never get out-of-the-box solutions that may not make sense for you or your loved ones. 我们的承诺是为了你的最大利益, 不是我们的, so rest assured that the advice you receive from our advisors is confidential 和 secure. 

财务策划服务

  • 退休计划
  • 大学储蓄
  • 收入/分配计划
  • 税收优惠的投资
  • 韦德体育开户退休账户,罗斯韦德体育开户退休账户,401(k)和403(b)计划

  • 共同基金、股票和债券
  • 固定年金、指数化年金和可变年金
  • 长期护理保险
  • 信托及遗产规划

加州海岸金融服务顾问公司

加州海岸金融服务公司 has experienced 和 knowledgeable financial advisors available to meet with you in our credit union branches. 无论你是刚刚起步还是经验丰富的投资者, 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 加州海岸金融服务顾问公司 for a consultation in a branch office near you, 请致电(858)495-1625.

桑德拉·托雷斯,CRPC®、财务顾问

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S和ra Torres是加州海岸金融服务公司的财务顾问. S和ra is a seasoned industry veteran with over 20 years of financial services experience. She offers a wealth of knowledge 和 experience to help her clients pursue their financial goals.桑德拉有一个以客户为中心的财务规划方法,并提供目标, 不偏不倚的建议和服务. 专门从事退休计划, she works closely with clients to develop customized financial strategies that incorporate 401K rollovers, 整笔滚转, 爱尔兰共和军管理, 养老金选择与养老金最大化.

S和ra is committed to financial literacy 和 enjoys sharing her knowledge 和 experience with individuals 和 groups on such topics as asset allocation, 退休计划, 财务管理, 大学计划和继任计划. She firmly believes that education can help individuals make sound financial decisions 和 takes every opportunity to ensure that her clients are well informed.

S和ra earned a Bachelor’s in 业务 Administration from the University of Phoenix. 她目前持有她的系列2,7,9,10,63和65注册. 此外,她还是特许退休计划顾问(CRPC®)。.

CA保险许可证# 0C06947

在加州注册从事证券业务, AZ, CO, IA, MD, MO, MT, NC, NJ, NM, NV, NY, OH, TX, VA, 和佤邦.

如需安排免费免费咨询,请致电(858)253-2688.

柯蒂斯·安德森,财务顾问

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柯蒂斯·安德森是加州海岸金融服务公司的财务顾问. 通过他的顾问生涯, 他以教育客户为荣, 培育合作环境, 帮助客户实现他们的目标. 他的专长包括税务和遗产规划, 投资组合管理, 赞助计划, 退休计划, 以及行为金融学. 库蒂斯目前拥有他的系列7和66注册.

Kurtis earned his Bachelor of Arts degree in business from the University of Colorado. He is a Marine Corps veteran 和 is passionate about giving back to his communities. 在业余时间, he helps the San Diego Padres organization with downtown cleanups 和 local charity events. 库尔蒂斯也是一个狂热的水手,高尔夫球手和户外运动者.

在CA和CO注册从事证券业务.

如需安排免费无义务咨询,请致电(858)322-1384.

理查德·博伊德,APMA®、财务顾问

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理查德·博伊德,APMA® is a Financial Advisor at 加州海岸金融服务公司. With an Economics degree from University of Colorado 和 over a decade of experience in the finance realm, Richard在综合财务规划方面拥有深厚的专业知识, 包括税收和遗产规划, 投资管理, 商业计划策略, 以及分配计划. Notably, Richard proudly holds the Accredited Portfolio Management Advisor Designation (APMA®). 另外, 他持有6系列手枪, 7, 63, 65个注册, 以及加州人寿和健康保险许可证(ca# 0M39354). 

理查德的哲学植根于建立和培养财务信心. 他相信财富管理应该采用整体方法, 强调个性化规划, 主动资产管理, 以及与第三方合作伙伴的无缝协调, 在必要的时候. Richard重视与客户的长期合作, 帮助家庭应对生活中无数的挑战和机遇. He specializes in comprehensive, holistic planning rather than transactional advice.

在办公室之外,理查德是一个狂热的户外运动爱好者. 和他交往多年的女友还有他们的狗一起, 博尔德, 他喜欢远足之类的活动, 钓鱼, 和野营. 另外, 理查德是个运动爱好者,经常看到他在看足球比赛, 打高尔夫球,在拉霍亚指导他的青年长曲棍球队, 加州. He enjoys traveling 和 seeing different areas of the United States any chance he gets.

CA保险号:0M39354

在加州注册从事证券业务.

如需安排免费免费咨询,请致电(858)239-3886

June-David (J.D.财务顾问卡拉曼

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June-David“J.D.卡拉曼是加州海岸金融服务公司的财务顾问. He began his career in finance as a teller for 加州海岸信用社 和 has progressed into the position he is in today. J.D. specializes in providing financial guidance in a way that is accessible 和 underst和able to anyone he meets with. 拿着他的7号和66号手枪, he is well-prepared to assist clients with their financial needs 和 achieve their financial goals.

J.D. is committed to helping clients navigate their financial journey with transparency 和 confidence. He wants his clients to underst和 和 feel empowered by their financial decisions. Whether it's planning for major life events or building wealth for the future, J.D. 是来这里提供服务的吗.

CA保险许可证# 4274511

在加州注册从事证券业务.

要安排您的免费,无义务咨询,请致电858-203-5737.

在美国金融业监管局的网站上查看这位投资专业人士的背景 BrokerCheck

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

Securities 和 insurance products are offered through Cetera Investment 服务 LLC (doing insurance business in CA as CFG STC 保险 Agency LLC), 成员 美国金融业监管局/SIPC. 咨询服务是通过塞拉投资顾问有限责任公司提供的. 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.

点击这里查看赛昂投资服务 重要的信息, 隐私政策业务连续性计划.

本网站仅面向美国居民发布. Registered Representatives of Cetera Investment 服务 LLC may only conduct business with residents of the states 和/or jurisdictions in which they are properly registered. Not all of the products 和 services referenced on this site may be available in every state 和 through every advisor listed. 欲了解更多信息,请与网站上列出的顾问联系, 访问塞拉投资服务有限责任公司网站 www.ceterainvestmentservices.com

与顾问交谈

要与财务顾问交谈,请拨打以下电话号码.

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