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) 733-5838

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....

Mike Johnson

LPL Financial Advisor

(805) 875-6151

(805) 733-5838

mike.johnson@lpl.com

Michael Johnson brings extensive business and financial planning experience to CoastHills Wealth Management. Mike's experiences in all aspects of running businesses in private industry and an executive level for over 25 years provide a...

Marcy Hyde

LPL Financial Advisor

(805) 733-7611

(805) 733-5838

marcy.hyde@lpl.com

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.

Marisol Eckels

LPL Financial Advisor

(805) 733-7636

(805) 733-5838

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

juanf@coasthills.coop

Juan is a native of Santa Maria, CA where he grew up. After graduating high school locally, he attended San Jose State University, where while working part-time, he graduated with a degree in Business Administration with a...