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Steven A Weintraub

West Coast Financial, LLC

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About Steven A Weintraub

Steven Weintraub is a financial advisor with West Coast Financial, LLC in Santa Barbara, California. Steven has been in the financial services industry since 1983 and is registered to provide investment advisory services in California. Steven is a Certified Financial Planner and has expertise in a variety of financial planning areas, including retirement planning, college savings, and estate planning. Steven's experience and knowledge can help clients achieve their financial goals.

Firm Information

Steven Weintraub is currently registered with West Coast Financial, LLC. 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.

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Steven Weintraub’s Registration & Firm History

CA

01/01/2025 - Present

West Coast Financial, LLC (SANTA BARBARA CA)

NA

09/25/1986 - 09/10/1990

PLANNER'S INDEPENDENT MANAGEMENT, INC.

NA

11/01/1984 - 09/12/1986

FINANCIAL NETWORK INVESTMENT CORPORATION

NA

09/22/1983 - 11/13/1984

TITAN CAPITAL CORPORATION

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Licenses & Designations

BC

Issued 02/14/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/1986

Series 24 - General Securities Principal Examination

BC

Issued 06/16/1984

Series 7 - General Securities Representative Examination

BC

Issued 09/21/1983

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven A Weintraub.
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