Cal Coast Financial Services : Contact Us

Contact Us

Build Your Financial Future with Trusted Advisors

The team of financial advisors at CalCoast Financial Services is here to work with all members of California Coast Credit Union. They are located at key branches throughout the CCCU branch network and regularly hold client meetings at branches. In addition, the CCFS financial advisors can meet with you virtually, if you live outside Southern California or if you prefer to engage virtually.

MEET OUR TEAM Send Us an Email

Main Office

9201 Spectrum Center Blvd

San Diego, CA 92123

Phone: (858) 495-1625

Email: CCFS@calcoastcu.org

Mon-Fri: 9:00 AM - 4:00 PM

Meet Our Team

Caroline Ramirez

Administrative Associate

Hello everyone, my name is Caroline Ramirez. I'm a native San Diegan and have been in the finance industry for over a decade. Most of my experience in finance comes from licensed roles at major banks where I worked my way up from...

Elizabeth McQuade

Financial Advisor

(858) 416-1177

elizabeth.mcquade@calcoastfs.org

9825 Mira Mesa Blvd San Diego, CA 92131 Covering branches in North County San Diego and surrounding areas Elizabeth is a financial advisor for California Coast Financial Services. Her career began over 20 years ago in her hometown of...

Michael Montgomery

Financial Advisor

(858) 229-1192

mike.montgomery@calcoastfs.com

Michael Montgomery is a financial advisor with California Coast Financial Services. He began his career in 2008 as an advisor with Thrivent Financial and went on to spend eight years with J.P. Morgan, further strengthening his...

Ramon Baez

Financial Advisor

(858) 289-1888

ramon.baez@calcoastfs.org

32170 Temecula Pkwy, Bldg C Temecula, CA 92592 Covering northern branches in Riverside County and surrounding areas Ramon Baez is a Financial Advisor at California Coast Financial Services. His career in finance began 10 years ago as a...

Who We Serve

We serve a diverse range of clientele throughout Southern California providing personalized financial guidance to help achieve their unique goals.

See Our Clients

Our Approach

Our team focuses on education and personalized planning, guiding you through financial decisions with tailored strategies and a commitment to your long-term success.

Discover Our Approach

About Us

Cal Coast Financial Services is a community-focused, independent fiduciary firm with a rich history of supporting clients and empowering financial confidence.

Who Is Cal Coast Financial?