Financial Coaching
Being a Cal Coast member means free access to our popular and life-changing one-on-one Financial Fitness Program with a Certified Financial Coach.
Financial Fitness Program
We are proud to offer our members free one-on-one coaching with a Certified Financial Coach as part of our Financial Fitness Program. 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 tools and guidance to achieve your financial dreams today.
Meet Our Financial Coaches
Taralyn Rose, Certified Financial Coach
Taralyn has over 25 years of credit union and banking experience in areas including financial counseling, lending and branch operations. In August 2009, she was hired as this program's first Financial Coach and received her certification that same year. She has been helping our members with everything from putting together personalized budgets, saving for the future, 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.
Contact:
858-636-3056
Jevon Boyer, Certified Financial Coach
Jevon is California Coast Credit Union's newest Financial Coach 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 Escondido Branch. 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.
Contact:
858-467-7583
Yeli Fernandez, Certified Financial Coach
Yeli Fernandez joined the Financial Fitness and Coaching team with California Coast Credit Union in May 2023. With her background in mortgage loan origination, she brings a wealth of knowledge and experience to her role. Yeli's favorite part of her job as a loan originator was providing financial education to her clients. This desire to teach and serve was a perfect fit with the credit union's culture and commitment to helping others. Yeli enjoys meeting with members and working together to create ways that help them achieve financial success.
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Contact:
858-636-5151
Schedule An Appointment
If you are an existing Cal Coast Member and would like to request an appointment with one of our Financial Coaches, please complete and submit the Appointment Request form or email us directly at financialfitness@sjzddclm.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.
Note: A signed Letter of Agreement 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.
