Young couple shaking hands with an agent. We're happy to help you plan your financial future!

Contact Financial Planning

One of our Financial Advisors would be happy to meet with you. To get started, please choose one of the contact options below.

Call us

(707) 445-8801 ext. 614

Email us

finplanscheduling@coastccu.org

Complete our Financial Planning contact form

  • Select your preferred Member Services Branch below: * Required
  • This field is for validation purposes and should be left unchanged.
* Indicates required field.