金融健康
From one-on-one coaching to monthly workshops on relevant topics with certified financial advisers, Cal Coast values providing free financial education to our 成员s.
2023年的免费资源
- 金融健身网络研讨会: we are continuing to offer monthly webinars this year with expert financial fitness coaches. These webinars are informative 和 provide tangible solutions to take control of 你的 finances, 为你的未来做计划，为人生的重要里程碑存钱.
- 1:1个性化辅导: One of the beautiful things about being a 成员 of Cal Coast is our free 1:1 financial coaching services. This is exclusive to our 成员s, 100% confidential 和 customized to fit 你的 goals. We have so many success stories from this program 和 it's no cost to 你 other than some time 和 commitment.
- 财富管理: 类似于我们1:1的辅导, we offer our 成员s access to financial advisors who can help 你 achieve 你的 financial goals. 安排免费咨询 在我们的网站上. 我们的财务顾问帮助会员进行退休计划, ira, 共同基金, 股票, 还有更多.
- 丰富: 您的来源财务健康和教育特色 动态和 互动工具、课程和资源 发表一篇高度的文章个性化体验专为 你.
帮助你实现经济繁荣
在加州海岸, our 成员s are our most important asset 和 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 和 services as the larger banks (with lower rates of course), 但对我们来说, it’s also about education 和 providing valualbe resources for our 成员 through our financial wellness programs.
我们的程序
We are constantly growing 和 adapting our financial wellness initiatives as the needs of our 成员s change. 通过帮助会员减少债务来影响他们的生活, save for personal 和 professional goals 和 live a prosperous life is the reason we exist.
Here are some of the most popular Cal Coast 金融健康 programs, 专为会员提供:
丰富财务健康工具 & 资源
引入丰富! 您的来源财务健康和教育特色 动态和 互动工具、课程和资源 发表一篇高度的文章个性化体验专为 你.
预算 & 金融培训
Our free one-on-one financial coaching with a certified financial coach is popular with our 成员s 和 we are proud to have some amazing success stories come out of this program.
加州海岸金融服务公司1
We offer our 成员s a complimentary consultation with one of our expert financial advisers – whether 你’re curious about how to start investing, 计划退休或对人寿保险有疑问, 你 will receive honest 和 personalized advice that sets 你 up for success.
除了我们的会员专属计划, 我们也提供向公众开放的机会, 不管你是不是加州海岸的会员, 我们欢迎您利用这些计划. 以下是其中一些程序:
每月车间2
我们每个月在周三下午举办研讨会. The workshops range on a variety of relevant topics related to personal finance. 提供茶点. 此时，所有的工作坊都是虚拟的. 请在线注册以收到带有链接的电子邮件.
理财健康博客
我们不断开发内容，并提供免费建议, tips 和 工具 available in the Articles section of our website. 你可以过滤 文章 按主题或关键词. We research the most common questions 和 needs of our community 和 then our certified coaches provide detailed solutions on a variety of topics related to budgeting, 偿还债务, 储蓄, 投资和防止欺诈.
舌尖上的不动产青年扫盲会议
We offer these sessions at local schools in San Diego 和 Riverside county. If 你 are an educator 和 would like more information on Bite of Reality, please email wrivera@qfyx100.com.
提高信用评分的6个建议
Your credit score is one measure of 你的 financial health 和 whether 你’re responsibly managing 你的 money. Lenders often use this information to assess 你的 reliability as a borrower—whether 你 pay back 你的 loans regularly 和 on time.
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Check the background of this investment professional on 美国金融业监管局’s BrokerCheck
地址:(注册地址和电话在这里)
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. 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.
点击这里查看赛昂投资服务 重要的信息, 隐私政策 和 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. For additional information please contact the advisor(s) listed on the site, 访问塞拉投资服务有限责任公司网站 www.ceterainvestmentservices.com
别当陌生人，我们是你的邻居
Have a question about 你的 account, applying for a loan or perhaps 你're ready to talk refinancing? 无论你有什么问题或需要, our Member Service Center is always happily available to walk 你 through every step of the process with 你的 以最大利益为重.
