West Coast Financial, LLC

Messy Truth.

The financial services industry is broken. Rather than respect, it too often patronizes. Rather than clarify, it complicates. Rather than empathetic, it’s self interested.

The root of the problem is that the financial services industry has grown to focus more on its own success than on the people it’s supposed to serve. It doesn’t ask the right questions. It avoids messy truths and doesn’t help anyone achieve what most everyone is hoping for: a happier and more fulfilled life with less worry and doubt.

Instead, many people feel confused, unintelligent and worried about their financial futures. This bothers us because it can be different. We’ve built our organization to be the antidote, a cure rooted in establishing a truer and enduring connection that removes artificial barriers and relationships.

People can expect a higher standard from us. We insist on more from ourselves and from the people we serve. That, to us, is what it means to truly care.

At West Coast Financial, to care is the beginning of service. To serve someone, we must know them.  We share time and we are inquisitive and observant. That’s how the truth is discovered. Some people are uncomfortable with questions that get too close to the truth. That’s okay. We help each other through it. Because it’s important and we’re going to be together for a long time. It’s a relationship. We will chart our course together.


Associates at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices


This Office

4330 La Jolla Village Drive, Suite 130 San Diego, CA 92122 Phone: (858) 333-6133

Primary Office

1435 Anacapa St Santa Barbara, CA 93101 Phone: (805) 962-9131

Other Offices

651 1st St W Unit C Sonoma, CA 95476 Phone: (510) 925-1668
Call for an Appointment Los Angeles, CA 90017 Phone: (805) 962-9131
4330 La Jolla Village Drive, Suite 130 San Diego, CA 92122 Phone: (858) 333-6133
6621 Bay Laurel Place Avila Beach, CA 93424 Phone: (805) 627-1600