Building Wealth with Trusted Advisors by Your Side
At Cal Coast Financial Services, our trusted advisors are dedicated to helping you achieve financial confidence and long-term success. We are an independent, fiduciary firm serving Southern California, supported by a credit union that has been helping clients in our communities for over 90 years. We’re committed to building lasting relationships that evolve with you, helping you make confident decisions for your future.
Financial Solutions Built Around You
Our approach focuses on client education and personalized planning. We take the time to explain the "why" behind each financial decision, helping you make informed choices. With a planning-focused process, we prioritize your goals, guiding you through life’s transitions so you can concentrate on what matters most.
Individuals & Families
We help you build wealth plans that balance your current lifestyle with future goals, offering guidance through life's transitions and complex financial decisions.
Pre-Retirees
We assist in preparing for a secure retirement, helping ensure your investments and strategies align with your vision for life after work, so you retire with confidence.
Retirees
We manage your wealth during retirement, focusing on helping sustain income, protect assets, and navigate legacy planning to help you enjoy retirement.
Business Owners
We provide tailored strategies to help grow and protect your business, plan transitions, and integrate your personal and business goals into one cohesive plan.
6 Financial Habits for a Secure and Successful Retirement
Give Me a (Tax) Break: Tax Implications for Charitable Trust
