Cetera Welcomes California Coast Credit Union

Todd Lane

​Cetera Financial Group, the premier financial advisor Wealth Hub, announced today that California Coast Credit Union* is partnering with Cetera Financial Institutions, a community within Cetera Investment Services, in the management and delivery of its investment program. After an extensive RFP process, California Coast Credit Union selected Cetera to help grow its investment program, along with three of their financial professionals. Cetera will provide dedicated resources and support to grow Cal Coast Financial Services, California Coast Credit Union's retail investment program, by enhancing the products, services and support provided to the credit union members.
 
Founded by a group of local teachers in 1929, California Coast Credit Union stands out as the third-largest credit union, as well as the longest-serving financial institution, in San Diego County. For almost a century, this not-for-profit and member-owned financial institution has remained dedicated to simplifying the lives of members while providing the highest level of service to help them achieve financial prosperity. Today, the credit union serves about 200,000 members with approximately $3.4 billion in assets.
 
"We are proud to welcome California Coast Credit Union to the Cetera family," said LeAnn Rummel, president and CEO of Cetera Investment Services. "Cetera has a proven track record of helping financial institutions improve their investment programs in ways that ultimately benefit their members. We look forward to providing innovative solutions and services to Cal Coast's members and a higher level of support to its financial professionals." 
 
"Cal Coast is committed to supporting the financial wellbeing of our members with free one-on-one financial coaching, workshops, webinars, and more," said California Coast Credit Union President & CEO Todd Lane. "After an extensive RFP process, we decided that Cetera's high touch service and support model provided the best fit to ensure our financial services program is aligned with Cal Coast's vision and commitment to our members."
 
For more than 40 years, Cetera Financial Institutions has empowered financial institutions to deepen client connections and expand their services with customized support that helps financial professionals meet their clients' full lifecycle needs.
 
Click here to learn more about Cetera Financial Institution's resources and support for financial institutions.

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