金融培训

Being a Cal Coast member means free access to our popular and life-changing one-on-one 财务健身计划 with a Certified 金融的教练. 

财务健身计划 

We are proud to offer our members free one-on-one coaching with a Certified 金融的教练 as part of our 财务健身计划. This program was started over 10 years ago to help our members take their budgeting skills to the next level, better understand how to improve their credit scores, save for life's milestones (and unexpected moments) and overall live a more financially prosperous life. 

Whether you're a recent college graduate wanting to build or improve your credit, a single-parent struggling with credit card debt or a family looking to buy a forever home - our knowledgeable coaches have the expertise and passion to change lives. This service is 100% confidential and free to existing Cal Coast members. Let our experts give you the 工具 and guidance to achieve your financial dreams today. 

认识我们的理财教练

金融的教练

Taralyn Rose, Certified 金融的教练

Taralyn has over 25 years of credit union and banking experience in areas including financial counseling, lending and branch operations. 2009年8月, she was hired as this program's first 金融的教练 and received her certification that same year. She has been helping our members with everything from putting together personalized budgets, 为未来储蓄, consolidating and getting out of debt, improving credit scores and ultimately achieving financial goals. Taralyn has drastically improved the lives of so many members and is a true testament to the Cal Coast mission of helping those in our communities achieve financial prosperity. Taralyn also speaks at some of our monthly Cal Coast financial workshops/webinars.

联系人:

858-636-3056

trose@immobilierregionmontreal.com 

金融的教练

Jevon Boyer, Certified 金融的教练

Jevon is California Coast Credit Union's newest 金融的教练 and Counselor. With over 20 years of experience in the financial industry, he's driven by the opportunity to educate members, helping them reach their personal financial goals. Jevon has served our members at Cal Coast since May 2017 as the Assistant Manager at the 埃斯孔迪多分支. Prior to Joining Cal Coast, he served as a Branch Manager for a local bank. Jevon has a passion for financial wellness and looks forward to helping our members improve their lives. 

联系人:

858-467-7583

jboyer@immobilierregionmontreal.com 

安排预约 

If you are an existing Cal Coast Member and would like to request an appointment with one of our 金融的教练es, please complete and submit the Appointment Request form or email us directly at financialfitness@immobilierregionmontreal.com. We will be in touch to confirm and schedule the appointment based on availability. Meetings are held virtually via telephone and video conferencing for your convenience. 

注意: 签名 协议书 is required before the time of your consultation. Please print a copy to sign and return to your coach via email prior to your first meeting. 

Thank you for your appointment request. We'll be in touch shortly to confirm a date and time that works best for you.

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