We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Bruce Altheide is Vice President of CoastHills Wealth Management (A division of CoastHills Credit Union), and has worked extensively in the financial management arena since 1987.Click to read more...
Marcy Hyde is a native of the Central Coast of California. After working for CoastHills Credit Union for many years, and in many capacities, Marcy joined CoastHills Wealth Management in early 2000.Click to read more...
Marisol Eckels is a native of Bogota, Colombia, and speaks fluent Spanish. After working for CoastHills Credit Union for several years, Marisol joined CoastHills Wealth Management in early 2000.Click to read more...
Mike Johnson brings extensive business and financial planning experience to CoastHills Wealth Management. Mike's experience in all aspects of business (start-ups/acquisitions/executive management/leadership development/financial...Click to read more...
Pat grew up on the Central Coast after his family was stationed at Vandenberg AFB. After graduating from Cal State Fullerton, Pat started his investment career at a private firm in Santa Barbara. Pat has now joined CoastHills wealth...Click to read more...