Financial Fitness & Coaching
As a valued member, we're committed to supporting your financial well-being. Whether you're looking to reduce or consolidate debt, improve your credit, or build a better budget, our Certified Financial Fitness Coaches are here to help you achieve your goals.
Select a Topic and Schedule an Appointment
Take the next step toward your financial goals. Schedule an appointment with one of our Certified Financial Fitness Coaches and get personalized guidance to help you move forward with confidence. All appointments are free and completely confidential.
Choose from the options below to schedule your free appointment.
Improve your credit score
Create a budget that works
Get tips and tools to pay it off
We offer helpful suggestions and concrete solutions that help you pay off your debt.
Review credit and cash flow
Meet Our Financial Coaches
Taralyn Rose
Taralyn has over 25 years of credit union and banking experience in areas including financial counseling, lending and branch operations. In August 2009, she was hired as this program's first Financial Coach and received her certification that same year. She has been helping our members with everything from putting together personalized budgets, saving for the future, consolidating and getting out of debt, improving credit scores and ultimately achieving financial goals. Taralyn has drastically improved the lives of so many members and is a true testament to the Cal Coast mission of helping those in our communities achieve financial prosperity. Taralyn also speaks at some of our monthly Cal Coast financial workshops/webinars.
Contact:
858-636-3056
Denisse Reyes
Denisse Reyes joined California Coast Credit Union in February 2022. With a rich background in learning and development and retail banking dating back to 2001, she brings deep experience and a genuine passion for helping others to her role. Throughout her career, Denisse has found that providing financial education is the most rewarding part of her work. Her dedication to teaching and supporting others aligns beautifully with the credit union’s culture and its commitment to empowering members. Denisse enjoys connecting with members, listening to their goals, and partnering with them to create practical strategies that support their financial confidence and long-term success.
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Contact:
858-495-1630
Daniel Martinez III
Daniel Martinez III is passionate about helping individuals build stronger financial futures through education, coaching, and personalized support. Having served Cal Coast members for more than five years, he draws on his experience in frontline banking roles to provide practical guidance and tailored strategies that align with each person's unique goals and circumstances. Daniel's favorite part of his work is building meaningful relationships and empowering individuals to make informed financial decisions with confidence. He believes financial wellness is a key part of overall well-being and that financial education can have a meaningful impact on many areas of life. Through knowledge, encouragement, and personalized guidance, he helps individuals achieve lasting financial success, greater peace of mind, and a more secure future.
Contact:
858-495-5151
