Bank / Credit Union

Cetera partners with California Coast Credit Union for investment program

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August 8, 2024

Cetera Financial Group, a financial advisor company, partnered with California Coast Credit Union, based in San Diego with around 200,000 members, to deliver its investment program to clients through its Investment Services group. Cetera will provide the credit union with customized support through its investment services, according to a press release.

"Cal Coast is committed to supporting the financial wellbeing of our members with free one-on-one financial coaching, workshops, webinars, and more," Todd Lane, president and CEO, California Coast Credit Union, said in the release. "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."

"We are proud to welcome California Coast Credit Union to the Cetera family," LeAnn Rummel, president and CEO of Cetera Investment Services, said in the release. "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."