Financial

Bank of America
4055 Capitola Road
Capitola, CA 95010
831.462.8078 FAX 831.462.8080

Bank of the West
Jaime White
3820 Capitola Road
Capitola, CA 95010
831.462.0100 FAX 831.464.2895
www.bankofthewest.com

Bay Federal Credit Union
3333 Clares Street
Capitola, CA 95010
831.479.6000 FAX 831.479.6033
www.bayfed.org
Credit Union

Comerica
Lynn Falcon/Rosemarie Modena
1960 41st Avenue
Capitola, CA 95010
831.462.4381 FAX 831.462.6156
or (800) 888-3595
www.comerica.com
Bank – Personal Finance / Small Business / Corporate / Wealth Management

Edward Jones
Aaron Brandt
819 Bay Avenue, Suite B
Capitola, CA 95010
831.476.1606
www.edwardjones.com
Financial Advisor

Edward Jones 
Katherine Page
3601 Caldwell Dr.
Soquel CA 95073
831.462.8242 FAX 877.833.7649
www.edwardjones.com
Financial Services

Lanai Financial Solutions, LLC
Christine McBroom
1500 41st Ave., Suite 262
Capitola CA 95010
831.476.7300
www.lanaifinancialsolutions.com
Financial Planning / Financial Advisor

Maura Matera, CPA
4401 Capitola Road, Unit 7
Capitola, CA 95010
831.464.0188 FAX 831.464.3271
www.mauramateracpa.com
Accounting

Monterey Bay Mortgage
Forrest Cambell
820 Bay Avenue, Suite 206
Capitola CA 95010
new second location:
2601 41st Avenue, Suite C
Soquel CA 95073
462-3630  FAX 462-3136
www.montereybaymortgage.com
Home Loans / Mortgages

Monterey Credit Union
2750 41st Avenue, Suite F
Soquel CA 95073
831.647.3600 FAX 831.647.3612
www.montereycu.com
Credit Union

Morgan Stanley 
Joshua Breeden
6004 La Madrona Drive
Santa Cruz CA 95060
831.440.5200 FAX 831.440-5201
www.branches.smithbarney.com/santacruz
Financial Advisors

Niemann Capital Mgmt., Inc.
Donald Niemann
321 Capitola Avenue
Capitola, CA 95010
831.462.0663

Rabobank
3110 Mission Dr.
Santa Cruz CA 95062
831.477.4200 FAX 831.477.4211
www.rabobankamerica.com

Raymond James Financial Services
Heather Stiles
2121 41st Avenue, Suite 206
Capitola CA 95010
831.464.6420  FAX 831.464.6423
www.831retire.com
heather.stiles@raymondjames.com
Financial Services – Wealth Management & Retirement Planning

RPM Mortgage Capitola
Kane Silverberg, Branch Manager
4510 Capitola Road
Capitola CA 95010
831.475.5626 FAX 831.475.5693
www.rpm-mtg.com/ksilverberg
Email: ksilverberg@rpm-mtg.com
Mortgage Company

Santa Cruz Community Credit Union
Mindy Gardner
324 Front Street
Santa Cruz CA 95060
831.460.2313 FAX 831.425.4789
www.scccu.org
Credit Union

Santa Cruz County Bank – Capitola Office
819 Bay Avenue, Suite D
Capitola, CA 95010
831.464.5300
www.sccountybank.com

Santa Cruz County Bank – Santa Cruz Office
Chris Maffia
720 Front St.
Santa Cruz CA 95062
831.457.5000 FAX 831.457.5001
www.sccountybank.com

Union Bank of California
Laura Guillory
601 Bay Avenue
Capitola, CA 95010
831.464.6622 FAX 831.464.6620

Wells Fargo & Co.
1700 41st Ave
Capitola, CA 95010
831.462.1832 FAX 831.464.0826
Financial Services