ABOUT US

Commitment to Financial Education

At Pacific Coast Wealth Strategies, we provide a range of innovate products and services to our corporate and private clients. We help our clients accumulate, protect and distribute their wealth using forward-thinking customized financial strategies.

At Pacific Coast Wealth Strategies, we work alongside our clients’ legal, tax and other financial advisors to identify, design and implement effective strategies that best serve the clients’ needs.

Our Difference

When you work with Pacific Coast Wealth Strategies, you will be working with a CERTIFIED FINANCIAL PLANNER™  professional.

Why it’s important to work with a CERTIFIED FINANCIAL PLANNER™  (CFP®)

Most people think that all financial planners are “certified”. This is actually far from true. The title “financial planner” can be used by someone who has not gone through the training required to become a CFP®.

As CERTIFIED FINANCIAL PLANNER™  professionals, we are held to a fiduciary standard of care when providing financial planning services. This means we are required to act in the client’s best interest. In addition, we have completed extensive training and experience requirements and are held to rigorous ethical standards.

Only those financial planners who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® designation trademarks.  CFP®  and CERTIFIED FINANCIAL PLANNER™  are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Visit www.cfp.net for more information.

Our Team

At Pacific Coast Wealth Strategies each team member plays a vital role in the advice and service given to our clients. As a boutique financial firm we believe that our clients deserve the highest quality in care and each team member is dedicated to that mission.

Partners

Team

Robert E. Hunter, CFP®, MSBA

CERTIFIED FINANCIAL PLANNER™ Professional

Nelson Hasbun

Executive Assistant

Marla Press

Administrative Assistant

Kristiana Humphries

Digital Specialist

Check the background of your financial professional on FINRA BrokerCheck.

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC and, in Puerto Rico as AXA Network of Puerto Rico, Inc

AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer.

Pacific Coast Wealth Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or its affiliates.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

CERTIFIED FINANCIAL PLANNER™

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

PPG-143494 (5/19) (Exp. 5/24)