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. In addition, he is a Certified Financial Planner®, a Registered Principal with LPL Financial and a Registered Tax Preparer for the California Tax Education Council.
Bruce is a regular guest speaker for many companies and local organizations. Bruce speaks on several financial subjects, including: Retirement planning, estate conservation, charitable gifting, tax reduction techniques, investment strategies, as well as current economic updates and market forecasts.
Acting upon his strong beliefs on the importance of helping others in need and giving back to the communities he lives and works in, Bruce devotes a significant amount of time to CoastHills Community Foundation, a 501(c)3 tax-exempt organization tasked with "making a difference in the lives" of community members in San Luis Obispo and Santa Barbara counties. Bruce was the founder of CoastHills Community Foundation and was its original Chairman. Currently, Bruce serves on its Board of Directors and is its Treasurer.
Bruce and his wife, Barbara, live in Northern Santa Barbara County.