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PACIFIC COAST WEALTH STRATEGIES
21700 OXNARD ST. #1100
WOODLAND HILLS, CA 91367
818-587-4235

Frequently Asked

Why you should monitor your life insurance?

Because life insurance is a financial asset, its performance may fluctuate and should be monitored to help ensure it continues to meet your changing needs. LEARN MORE.

Why should I make a financial plan?

Creating a financial plan allows you to set long term and short term goals as well as see the big picture. When you have a plan of action it is easier to stay on track and make the appropriate decisions for your financial success.

What should I look for in a financial planner?

When working with a financial planner we always recommend you work with a Certified Financial PlannerTM (CFP®). The CFP® designation is given to those who have completed extensive training and experience requirements and are held to a fiduciary standard.

What is Supplemental Executive Retirement Plan?

These plans are typically designed to provide future benefits to an executive or business owner in the event of retirement, death or disability. They can also be utilized as a paired funding technique for buy/sell agreements and are also intended to supplement a qualified retirement plan. LEARN MORE. 

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)