Steven Weintraub (BS, CFP®, MS)

Steven Weintraub focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Real Estate Investments

Planning Specialties

West Coast Financial serves a limited number of qualified individuals and concentrate our practice on personalized comprehensive fee-only wealth management that helps our clients accumulate, grow, protect, enjoy and transfer their wealth, and in the process alleviates their concerns about money so that they can focus on other things in life, such as family, friends, career, physical health, spirituality and the pursuit of happiness.

Additional Information

Steven is a native of Southern California. He received his B.S. in Business Administration from Arizona State University and his Master’s of Science Degree in Financial Services from San Diego State University.  Steven has been a practicing financial planner since 1982.

He has been an adjunct professor at San Diego State University, teaching the Financial Planning capstone course for students attaining a B.S. in Financial Planning. He is a past-President of the board for the Santa Barbara Estate Planning Council (SBEPC) and past board member for the Santa Barbara chapter of the International Association for Financial Planning. He serves, in a volunteer basis, with the M.S. Society, The YMCA and is a past-President of Hope School District Board of Trustees.

Steven is a Certified Financial Planner (CFP). He has spoken to national audiences for the National Estate Planning Council and the American Institute of Certified Public Accountants (AICPA).

He is married, has two daughters and enjoys exercise, music and the local wine culture

NAPFA Start Date

April 22, 2010

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This Office

1525 State St Ste 104 Santa Barbara, CA 93101-6510 Phone: (805) 962-9131