San Diego
County's longest serving financial institution joins Cetera
Financial Institutions from Osaic
SAN
DIEGO, Aug. 1, 2024 /PRNewswire/ -- 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.
About Cetera
Cetera Financial Group, which is owned by Cetera Holdings
(collectively Cetera), is the premier financial advisor Wealth Hub
where financial advisors and institutions optimize their control
and value creation. Breaking away from a commoditized and
homogenous IBD model, Cetera offers financial professionals and
institutions the latest solutions, support, and services to grow,
scale, or transition with a merger, sale, investment, or succession
plan. Cetera proudly serves independent financial advisors, tax
professionals, licensed administrators, large enterprises, as well
as institutions, such as banks and credit unions, providing an
established and repeatable blueprint for scalable growth.
Home to more than 12,000 financial professionals and their
teams, Cetera oversees more than $505
billion in assets under administration and $213 billion in assets under management, as of
March 31, 2024. In a recent advisor
satisfaction survey of nearly 35,000 reviews, Cetera's Voice of
Customer (VoC) program vigorously measures advisor experience and
satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.
Visit www.cetera.com, and follow Cetera on LinkedIn, YouTube,
Twitter and Facebook.
"Cetera Financial Group" refers to the network of independent
retail firms encompassing, among others, Cetera Investment Advisers
LLC, a registered investment adviser, and the following FINRA/SIPC
members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera
Investment Services LLC (marketed as Cetera Financial Institutions
or Cetera Investors), and Cetera Financial Specialists LLC. Located
at: 655 W. Broadway, 11th Floor, San
Diego, CA 92101.
About California Coast Credit Union
Established by San Diego
teachers in 1929, California Coast Credit Union is the
longest-serving financial institution based in San Diego County. With approximately 3.4
billion in assets**, the credit union serves nearly 200,000 members
through its local network of 26 branches and 60 shared branch
locations, and 30,000 fee-free ATMs nationwide. California Coast is
not-for-profit, provides no-cost financial education for adults and
youth, and is committed to improving the lives of its members and
others in the community. Anyone who lives or works in San Diego or Riverside counties can be a member. For more
information, visit www.calcoastcu.org or call (877)
495-1600.
*Investments are not FDIC/NCUSIF insured | May lose value |
Not financial institution guaranteed | Not a deposit | Not insured
by any federal government agency.
**Value approximated based on asset holding details provided to
Cetera.
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SOURCE Cetera Financial Group