Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alissa? Claim Your ProfileAlissa Rennacker is an Investment Advisor Representative at West Coast Financial, LLC. Alissa is registered with the state of California. Alissa is currently active in the investment industry. She specializes in a range of advisory services including financial planning, pension consulting, and portfolio management. She is also licensed to provide investment advice to individuals, businesses, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/01/2018 - Present
West Coast Financial, LLC (SANTA BARBARA CA)
IA
Issued 10/01/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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