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An estate plan is a map that reflects the way you want your personal and financial affairs to be handled in case of incapacity or death. I help Coastal members make sure their wishes are clear and their families are protected.

- Gerald Kasper
CFP®, Financial Advisor
VIP - Get rewarded for being a VIP member. Health Savings Accounts - With an HSA from Coastal, you can save and pay for medical and health expenses with pre-tax dollars. Financial Management Center - Use online tools to help you plan and make financial decisions.

Seminars

Prepare for your future and attend one of our no-cost financial seminars.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P.("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Coastal Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.