Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Rose Feder is a Certified Financial Planner with West Coast Financial, LLC. Sara has been in the industry since 2016. Sara holds a Series 65 license and has been registered as an Investment Adviser Representative in California since 2017. West Coast Financial, LLC, is an SEC-registered investment adviser with a focus on financial planning, portfolio management, and pension consulting. The firm serves a variety of clients, including individuals, families, trusts, foundations, and businesses.
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
09/19/2017 - Present
West Coast Financial, LLC (SANTA BARBARA CA)
IA
Issued 09/19/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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