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 2024
- 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@liashapiro.com.
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.
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Check the background of this investment professional on FINRA’s BrokerCheck
Located at: (Registered address and phone # here)
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 www.ceterainvestmentservices.com
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.
Not a Cal Coast member? Join now or learn more!
