Financial Fitness & Coaching
There's no better time than the present to make a move in the right direction. At California Coast, your best interest is our priority. This service is free of charge to our members and completely confidential.
Select a Topic and Schedule an Appointment
As a valued member, we want to help you achieve financial prosperity. Whether you need assistance in reducing or consolidating debt, improving your credit score, or would like to learn how to budget better, our Certified Financial Fitness Coaches have successfully helped thousands of members improve their financial fitness and reach their goals.
Improve your credit score
Learn how the FICO score is impacted and get personalized suggestions to increase your credit score. This is a one-time one-hour service with follow-ups as needed.
Create a budget that works
We can help you create a plan to control cash flow, manage credit, increase savings, and promote overall financial health.
Get tips and tools to pay it off
We offer helpful suggestions and concrete solutions that help you pay off your debt.
Review your credit and cash flow
We work with you to review your credit, examine your cash flow, and assess your debt ratios to help you feel more prepared to purchase a home.
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
As a Certified Financial Coach with California Coast Credit Union, Jevon has a unique set of tools to help us understand how we think, feel, and react to money and financial circumstances. Jevon has over 20 years of experience in the financial industry and loves to empower our members through education. Jevon is active in the communities he serves and enjoys giving educational workshops. Jevon has a passion for seeing our members succeed by introducing simple everyday habits that can change financial story for yourself and your family.
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.
Ella habla espanol
Contact:
858-636-5151
Don't be a stranger, we're your neighbor
Have a question about your account, applying for a loan or perhaps you're ready to talk refinancing? Whatever your question or need, our Member Service Center is always happily available to walk you through every step of the process with your best interest at heart.
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