California Coast Financial Services
加州海岸信用合作社目前正在将我们的投资计划过渡到塞拉投资服务有限责任公司. 重要的是要注意，当这种转变发生时，你的账户和投资在这些账户上的资产是安全的，完好无损的. 我们的财务专家可以帮助您解决您在过渡期间可能遇到的任何问题.
How Can We Help You Achieve Your Goals?
我们经验丰富、知识渊博的财务顾问为您提供行业经验和个性化服务, 旨在帮助您实现您的财务需求和目标-一切都在加州海岸分行的便利.
Local and Honest Consultation
我们的财务顾问提供同样丰富的知识，但他们位于我们的加州海岸分支机构. 这使我们能够花必要的时间与每个成员-真正了解你的财务状况, goals and needs so you'll never feel rushed. 我们的顾问是问题解决者，所以你永远不会得到对你或你所爱的人没有意义的开箱即用的解决方案. Our commitment is to your best interest, not ours, 所以请放心，我们的顾问给你的建议是保密和安全的.
Financial Planning Services
- Retirement Planning
- College Savings
- Income/Distribution Planning
- Tax-advantaged Investments
- IRAs, Roth IRAs, 401(k) and 403(b) Plans
- Mutual Funds, Stocks and Bonds
- Fixed, Indexed, and Variable Annuities
- Long Term Care Insurance
- Trust and Estate Planning
California Coast Financial Services Advisors
加州海岸金融服务公司有经验丰富、知识渊博的金融顾问，可以在我们的信用合作社分支机构与您会面. Whether you are just starting off or are a seasoned investor, 我们的财务顾问将为您提供今天所需的步骤，以确保您明天的退休.
在您附近的分支机构与我们的加州海岸金融服务顾问会面进行咨询, please call us at (858) 495-1625.
Sandra Torres, CRPC®, Financial Advisor
Sandra Torres is a Financial Advisor for California Coast Financial Services. Sandra是一位经验丰富的行业资深人士，拥有超过20年的金融服务经验. 她提供了丰富的知识和经验，帮助她的客户追求他们的财务目标.Sandra has a client-focused approach to financial planning and offers objective, unbiased advice and service. Specializing in retirement planning, 她与客户密切合作，制定包括401K滚转在内的定制金融策略, lump sum rollovers, IRA management, pension selection and pension maximization.
桑德拉致力于金融知识，并喜欢与韦德体育开户和团体分享她在资产配置等主题上的知识和经验, retirement planning, financial management, college planning and succession planning. 她坚信，教育可以帮助韦德体育开户做出明智的财务决策，并利用每一个机会确保她的客户充分了解情况.
桑德拉在凤凰城大学获得工商管理学士学位. She currently holds her Series 2, 7, 9, 10, 63, and 65 registrations. In addition, she is a Chartered Retirement Planning Counselor (CRPC®).
CA Insurance License # 0C06947
Registered to do securities business in CA, AZ, CO, IA, MD, MO, MT, NC, NJ, NM, NV, NY, OH, TX, VA, and WA.
To schedule your complimentary, no obligation consultation, call (858) 253-2688.
Kurtis Anderson, Financial Advisor
Kurtis Anderson is a Financial Advisor for California Coast Financial Services. Through his career as an advisor, he prides himself on educating clients, nurturing a collaborative environment, and empowering clients to reach their goals. Some of his specializations include tax and estate planning, investment portfolio management, employer-sponsored plans, retirement planning, and behavioral finance. Kurtis currently holds his series 7 and 66 registrations.
他在科罗拉多大学获得商业学士学位. 他是一名海军陆战队老兵，热衷于回馈社区. In his spare time, 他帮助圣地亚哥教士队组织市区清理和当地慈善活动. Kurtis is also an avid sailor, golfer, and outdoorsman.
CA Insurance #: 4168392
Registered to do securities business in CA and CO.
To schedule your complimentary, no obligation consultation, call (858) 322-1384.
Richard Boyd, APMA®, Financial Advisor
Richard Boyd, APMA®是加州海岸金融服务公司的财务顾问. 拥有科罗拉多大学经济学学位，在金融领域有十多年的经验, Richard possesses deep expertise in comprehensive financial planning, encompassing tax and estate planning, investment management, business planning strategies, and distribution planning. 值得注意的是，理查德自豪地拥有认证投资组合管理顾问称号(APMA®). Additionally, he holds the Series 6, 7, 63, and 65 registrations, along with a California 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, emphasizing individualized planning, proactive asset management, and seamless coordination with third-party partners, when necessary. Richard values long-term client engagements, assisting families through life's myriad of challenges and opportunities. 他擅长的是全面、整体的规划，而不是事务性的建议.
Outside the office, Richard is an avid outdoorsman. Accompanied by his long-time girlfriend and their dog, Boulder, he relishes activities like hiking, fishing, and camping. Additionally, Richard is a sport enthusiast and can often be found watching football, playing golf and coaching his youth lacrosse team in La Jolla, California. 只要有机会，他就喜欢旅行，看看美国的不同地区.
CA Insurance #: 0M39354
Registered to do securities business in CA.
To schedule your complimentary, no obligation consultation, call (858) 239-3886
June-David (J.D.) Caalaman, Financial Advisor
June-David "J.D." Caalaman is a Financial Advisor at California Coast Financial Services. 他的金融职业生涯始于加州海岸信用合作社的出纳，并已晋升到他今天的职位. J.D. 他擅长以一种任何人都能理解的方式提供财务指导. Holding his Series 7 and 66 registrations, 他准备充分，以帮助客户与他们的财务需求和实现他们的财务目标.
J.D. 是否致力于帮助客户以透明和自信的方式度过他们的财务旅程. 他希望他的客户能够理解自己的财务决策，并感到自己被赋予了权力. 无论是为人生大事做计划，还是为未来积累财富，J.D. is here to provide his services.
Registered to do securities business in CA.
To schedule your complimentary, no obligation consultation, call 858-203-5737.
Check the background of this investment professional on FINRA’s BrokerCheck
Located at: 898 Jackman St, El Cajon, CA. 92020 (858) 495-1600
证券和保险产品通过赛拉投资服务有限责任公司(在加州以CFG STC保险代理有限责任公司的名义开展保险业务)提供。, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. 这两家公司都不隶属于提供投资服务的金融机构.
投资是:*不受FDIC/NCUSIF保险*可能失去价值*不受金融机构担保*不是存款*不受任何联邦政府机构保险.
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