加州海岸金融服务公司
Schedule an appointment with a Cal Coast Financial 服务 Advisors to help navigate the market and develop a customized strategy.
我们如何帮助您实现您的目标?
Our experienced and knowledgeable Financial Advisors offer industry experience and personalized service, designed to help you pursue your financial needs and 目标 — all in the convenience of a Cal Coast branch.
本地诚信谘询
Unlike advisors in many large brokerage firms or banks, our Financial Advisors bring the same wealth of knowledge, 而是在我们的加州分公司. Being a Credit Union allows us to spend the necessary time with each member - really getting to know your financial situation, 目标 and needs so you'll never feel rushed. 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 and 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
免费投资组合风险分析
We all have different financial 目标 and risk tolerance when it comes to our investments. Take advantage of our complementary portfolio risk assessment tool, Riskalyze, to identify your acceptable levels of risk and reward.
加州海岸金融服务公司 Advisors
加州海岸金融服务公司 has experienced and knowledgeable financial advisors available to meet with you in our credit union branches. Whether you are just starting off or are a seasoned investor, our financial advisors will provide you with the steps needed today to work toward securing your 退休 for tomorrow.
To meet with one of our 加州海岸金融服务公司 Advisors 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
Sandra Torres is a Financial Advisor for 加州海岸金融服务公司. Sandra is a seasoned industry veteran with over 20 years of financial services experience. She offers a wealth of knowledge and experience to help her clients pursue their financial 目标.Sandra has a client-focused approach to financial planning and offers objective, 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.
Sandra is committed to financial literacy and enjoys sharing her knowledge and experience with individuals and groups on such topics as 资产配置, 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 and takes every opportunity to ensure that her clients are well informed.
Sandra earned a Bachelor’s in 业务 Administration from the University of Phoenix. She currently holds her Series 2, 7, 9, 10, 63, 65个注册. In addition, she is a Chartered 退休计划 Counselor (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.
To schedule your complimentary, no obligation consultation, call (858) 636-4248.
凯尔·约翰逊，aam®, CFP®、财务顾问
凯尔·约翰逊，aam®, CFP® is a Financial Advisor for 加州海岸金融服务公司.
Kyle earned a Bachelor of Arts degree in 业务/Economics with an emphasis in Accounting from the University of 加州, 圣芭芭拉分校. In addition to his Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS®) designations he currently holds his Series 7 and 66 registrations as well as the CA life and health insurance license.
In addition to his years of specialized education, 凯尔一直从事金融工作, 自2010年起担任会计和投资. His years of real world experience across multiple industries has uniquely equipped Kyle with the 工具 needed to educate and empower his clients on their financial journey. 无论你是韦德体育开户, 企业主或家人, 凯尔花时间与客户打交道, 制定公正的, comprehensive financial plans tailored to their individual needs, 目标, 风险偏好. From risk assessment and portfolio analysis to investment, 大学储蓄, 退休, 资产配置, 以及继任计划, Kyle covers the spectrum of financial services. Kyle is passionate about making a positive financial difference for his clients and is committed to ensure that anyone that walks into his office will be in a better place when they leave.
CA保险许可证# 0L67486
在加州注册从事证券业务, AZ, FL, ID, IL, and TX.
To schedule your complimentary, no obligation consultation, call (858) 636-4241.
柯蒂斯·安德森，财务顾问
Kurtis Anderson is a Financial Advisor for 加州海岸金融服务公司. 通过他的顾问生涯, 他以教育客户为荣, 培育合作环境, and empowering clients to reach their 目标. Some of his specializations include tax and estate planning, 投资组合管理, 赞助计划, 退休计划, 以及行为金融学. Kurtis currently holds his series 7 and 66 licenses and is pursuing his CFP® certification.
Kurtis earned his Bachelor of Arts degree in business from the University of Colorado. He is a Marine Corps veteran and is passionate about giving back to his communities. 在业余时间, he helps the San Diego Padres organization with downtown cleanups and local charity events. Kurtis is also an avid sailor, golfer, and outdoorsman.
CA保险编号:4168392
在加州注册从事证券业务 and CO.
To schedule your complimentary, no obligation consultation, call (858) 322-1384.
理查德·博伊德，APMA®、财务顾问
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 and over a decade of experience in the finance realm, Richard possesses deep expertise in comprehensive financial planning, 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. 值得注意的是, Richard proudly holds the Accredited Portfolio Management Advisor Designation (APMA®) and is in the process of completing his CFP®. 另外, 他持有6系列手枪, 7, 63, 65个注册, along with a 加州 life and health insurance license (CA #0M39354).
Richard's philosophy is rooted in building and fostering financial confidence. He believes in a holistic approach to wealth management, 强调个性化规划, 主动资产管理, and seamless coordination with third-party partners, 在必要的时候. Richard values long-term client engagements, assisting families through life's myriad of challenges and opportunities. He specializes in comprehensive, holistic planning rather than transactional advice.
Outside the office, Richard is an avid outdoorsman. Accompanied by his long-time girlfriend and their dog, 博尔德, 他喜欢远足之类的活动, 钓鱼, 和野营. 另外, Richard is a sport enthusiast and can often be found watching football, playing golf and coaching his youth lacrosse team in La Jolla, 加州. He enjoys traveling and 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.
To schedule your complimentary, no obligation consultation, call (858) 239-3886
June-David (J.D.行政助理
June-David (J.D.) Caalaman is an Administrative Assistant for 加州海岸金融服务公司. J.D. started off as a Teller for Cal Coast before being promoted to a 韦德体育开户 Financial Representative. He is adept at identifying member’s needs and building long lasting relationships. 在他和卡尔·科斯特在一起的时候，J.D. has specialized in helping members achieve their financial 目标 by delivering exceptional service, assistance with their loans/accounts and additional products.
J.D. aspires to be a Financial Advisor so that he can continue to guide members towards their financial 目标. He currently holds his SIE license and his Series 7.
Check the background of investment professionals associated with this site on 美国金融业监管局’s BrokerCheck.
透过 美国证券公司.,成员 美国金融业监管局/SIPC. Advisory services offered through PFG Advisors. 加州海岸金融服务公司, 加州海岸信用社, 美国证券，和PFG顾问是独立的实体. 美国证券 and its representatives do not provide tax or legal advice. 信任 services provided by Premier 信任, a subsidiary of Ladenburg Thalmann.
点击 在这里 索取一份 PFG ADVISORS' RELATIONSHIP SUMMARY (FORM CRS)
点击 在这里 索取一份 美国证券公司关系摘要(表格crs)
Free and simple 工具 are available to research firms and financial professionals at 投资者.政府.CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
| 未投保NCUA | 不是信用社担保 | 可能失去价值 |
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, 管辖权或从每韦德体育开户的名单.
This communication is strictly intended for individuals residing in the states of CA, AZ, CO, FL, ID, IL, IA, MD, MO, MT, NC, NJ, NM, NV, NY, OH, TX, VA, 和佤邦. No offers may be made or accepted from any resident outside the specific state(s) referenced.
