West Coast Financial
Santa Barbara
Find your way into West Coast Financial
Investment thesis
West Coast Financial is a wealth management and financial planning firm based in Santa Barbara, California, serving individuals, families, trusts, and businesses. Founded in 2018, the firm also manages a series of investment funds, including several real estate vehicles and an opportunity-zone fund. It merged with Cerity Partners in April 2025.
What they invest in
from 1 of 1 portfolio companiesFintech ×1
HQs:United States×1
Investments · 1 tracked
founders shown can be your intro pathCerity Partners provides investment management and wealth advisory services to individuals and families, offering full portfolio management, coordination with existing advisors, or advisory guidance.
Fintech
Jessica Farrell(Partner)inKurt Miscinski(CEO & President)in
Co-investorsGenstarLightyearW Capital PartnersWarburg Pincus
Portfolio news
latest coverage across their companies
Cerity Partners · finance.yahoo.com · Aug 19, 2026
Frequently asked questions
- What sectors does West Coast Financial focus on?
- West Coast Financial focuses on PropTech.
- Where is West Coast Financial located?
- West Coast Financial is headquartered in Santa Barbara, US.
- Who does West Coast Financial co-invest with?
- West Coast Financial most often shares deals with Genstar, Lightyear, W Capital Partners, among 4 tracked co-investors.
Media · Podcasts & interviews
from their channelQ3 2026 Market & Economic Outlook
Cerity Partners
July 2026 Economic and Market Outlook
Cerity Partners
August 2026 Economic & Market Outlook
Cerity Partners
May 2026 Economic and Market Outlook
Cerity Partners
June 2026 Economic and Market Outlook
Cerity Partners
April 2026 Economic and Market Outlook
Cerity Partners
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