08.02.24

Cetera Financial Group Adds to Southern California Footprint

by: Family Wealth Report

California Coast Credit Union is partnering with Cetera Financial Institutions to help manage and deliver its investment program. Cetera will provide dedicated resources and support to grow Cal Coast Financial Services, California Coast Credit Union's retail investment program. The credit union, which was founded by schoolteachers in 1929, is now the third largest such credit union in San Diego County, serving about 200,000 members with approximately $3.4 billion in assets.

Read the full article on Family Wealth Report