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West Coast Financial, LLC

Headquartered in SANTA BARBARA, CA

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Firm Information

West Coast Financial, LLC is a registered investment advisor headquartered in Santa Barbara, California. The firm manages assets for a diverse clientele, including high-net-worth individuals, corporations, pension plans, and charitable organizations. West Coast Financial provides a range of advisory services, including financial planning, portfolio management, and pension consulting. The firm manages over $1.89 billion in assets.

West Coast Financial, LLC

1435 ANACAPA STREET

SANTA BARBARA, CA 93101

$1.90B

Assets Under Management

9

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

WEST COAST FINANCIAL, LLC has a total of 6 branch locations across the country.
location

PORTLAND, OR

location

BROOKLYN, NY

location

AVILA BEACH, CA

location

SAN DIEGO, CA

location

SONOMA, CA

location

SANTA BARBARA, CA

Advisors at West Coast Financial, LLC

View All 23 Advisors
Unclaimed
Jessica Katherine Layman

RA

SANTA BARBARA, CA

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Sara Rose Feder

CFP®, RA

SANTA BARBARA, CA

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Unclaimed
James Clayton Weimer

CFP®, RA

SANTA BARBARA, CA

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Unclaimed
Riley David Johnson

RA

SANTA BARBARA, CA

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Unclaimed
Aaron Edward Simmons

RA

SANTA BARBARA, CA

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Unclaimed
Jennifer Elaine Shinn

RA

PORTLAND, OR

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Unclaimed
Samuel Stuart Marshall

RA

SANTA BARBARA, CA

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Unclaimed
David Charles Gore

CFA®, RA

SANTA BARBARA, CA

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Disclosures

There are no public disclosures for West Coast Financial, LLC.

Frequently Asked Questions (12)

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