Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avalon? Claim Your ProfileAvalon Kathryn Denecochea is a registered investment advisor representative at West Coast Financial, LLC. Avalon Kathryn Denecochea joined West Coast Financial, LLC in August 2023. Prior to joining West Coast Financial, LLC, Avalon Kathryn Denecochea was employed by California Polytechnic State University - San Luis Obispo and was previously unemployed. Avalon Kathryn Denecochea has passed the Uniform Investment Adviser Law Examination. Avalon Kathryn Denecochea specializes in the areas of portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, pension consulting and financial planning.
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
01/31/2025 - Present
West Coast Financial, LLC (SAN DIEGO CA)
Active
Inactive
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