Financial Advisor Near Me | CoastHills Wealth Management

Meet the Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Bruce Altheide

LPL Registered Principal

(805) 733-7899

(805) 800-8366

bruce.altheide@lpl.com

Bruce Altheide is the Chief Wealth Officer for CoastHills Credit Union, one of the largest financial institutions on California’s Central Coast, where he leads an elite CoastHills Wealth Management team of financial advisors....

Marisol Eckels

LPL Financial Advisor

(805) 733-7899

805-865-7553

marisol.eckels@lpl.com

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.

Juan Forcado

Wealth Management Operations Manager

805-733-7899

805-870-8187

juanf@coasthills.coop

Juan is a native of Santa Maria, CA, where he was born and raised. After graduating from a local high school, he earned his degree in Business Administration with a concentration in Finance from San Jose State University, balancing...

Michael Morrison

LPL Financial Advisor

805-733-7899

(805) 875-6151

m.morrison@lpl.com

Mike brings more than 18 years of financial industry experience with him. Having worked for multiple large banks as a leader in the industry for many years, he is excited to work at a local organization more aligned with his values....

Seth Ollice

LPL Financial Advisor

805-733-7899

8058657338

setho@coasthills.coop

Seth Ollice is a proud Central Coast native, born and raised in Santa Maria, California. After graduating from Righetti High School in Orcutt, Seth earned his degree in Business Administration with an emphasis in Finance and a minor in...

Shanelle McCallie

Wealth Management Operations Assistant

805-733-5838

shanellem@coasthills.coop

Shanelle is no stranger to the area, as she was born and raised here in the Central Coast. She joined Coasthills in 2021 as concierge at headquarters. After assisting the branch for a year, she decided to bring her skills over to