West Coast Financial
Santa Barbara
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.
Investments · 1 tracked
founders shown can be your intro pathFrequently 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.
Media · Podcasts & interviews
from their channelMay 2026 Economic and Market Outlook
Cerity Partners
June 2026 Economic and Market Outlook
Cerity Partners
March 2026 Economic and Market Outlook
Cerity Partners
April 2026 Economic and Market Outlook
Cerity Partners
February 2026 Economic and Market Outlook
Cerity Partners
Managing Your Q1 Tax Gap: Strategies for Executives
Cerity Partners
Images
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