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 Federal Credit Union), and has worked extensively in the financial management arena since 1987.Click to read more...
Bryan Clark has been in the investment world since 1997 where he began his career with Prudential. Shortly thereafter, Bryan moved to Chicago to trade futures and commodities.Click to read more...
Marcy Hyde is a native of the Central Coast of California. After working for CoastHills Federal 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 Federal Credit Union for several years, Marisol joined CoastHills Wealth Management in early 2000.Click to read more...