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.
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)