CoastHills Wealth Management Chief Recognized As One Of Nation's Leading Financial Advisors

  • January 25, 2019
  • By Joshua D. Scroggin

CoastHills Credit Union’s Chief Wealth Officer is once again being recognized for his premier performance as one of the nation’s leading financial advisors.

Bruce Altheide has been named to LPL Financial’s Patriot’s Club, an award presented to less than 8 percent of the firm’s approximate 16,000 financial advisors nationwide. The award is based on annual production of all registered advisors supported by LPL, and this is the 11th time that Altheide has been awarded the honor for the investment services he provides to CoastHills members.

“Bruce has demonstrated tremendous value to his clients with the service he provides to help them pursue their financial goals,”said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “We thank Bruce for the contributions he makes to his clients, his commitment to offering his clients independent financial advice and his ongoing relationship with support of LPL.”

For more than 30 years, Altheide has been providing financial services to clients on the Central Coast, and CoastHills members receive a full range of services from him, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.

“Bruce’s dedication to our members for decades is one of our greatest assets,”CoastHills President/CEO Paul Cook said. “It’s no surprise that his continued performance as one of the nation’s best is worthy of the Patriot’s Club distinction again.”

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. CoastHills Credit Union and CoastHills Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured CoastHills Credit Union deposits and are not NCUA insured. These products are not obligations of CoastHills Credit Union and are not endorsed, recommended or guaranteed by CoastHills Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

CoastHills Wealth Management began offering financial planning, investment and education services to members of CoastHills Credit Union and the surrounding communities in 1989. The purpose (was then) and (is now) simple: Making a Difference in Our Neighbor’s Lives. We do this by helping our members maximize their financial resources through full service investment accounts, professional advisory programs, personal financial planning and education. In short,we help individuals, community leaders and business owners identify their financial needs and offer solutions that will improve their lives.

About LPL Financial: LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions,providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management,retirement planning, financial planning and asset management solutions.

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