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.
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.
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.
Check the background of your financial professional on FINRA BrokerCheck.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registererd investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC and, in PR as Equitable Network of Puerto Rico, Inc
Equitable 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 Equitable Advisors or its affiliates.
For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary For Retail Investors and General Conflicts of Interest Disclosure.
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)