West Coast Financial

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

1435 Anacapa St, Santa Barbara, Californ...

Phone Number

(805) 962-9131

Revenue

$29.2 Million

Industry

Finance Securities Trading

About West Coast Financial

West Coast Financial, now merged with Cerity Partners, offers a comprehensive range of financial services including wealth management, investment solutions, estate planning, and tax preparation. They cater to individuals, families, corporations, and nonprofits, providing tailored financial advice and solutions. Their team of experienced advisors is dedicated to addressing complex financial situations and helping clients achieve their unique financial goals. With locations across multiple states, they aim to be a trusted financial partner for a diverse clientele.Explore more
West Coast Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

West Coast Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

West Coast Financial

$29.2M
11-50
Private
<$5M
2007
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
2014
CO
Christopher OberholzerFounder & Certified Financial Planner
Illustration of an envelope

West Coast Financial Tech Stack

A closer look at the technologies used by West Coast Financial

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Frequently Asked Questions Regarding West Coast Financial

What is West Coast Financial's official website?
West Coast Financial's official website is www.wcfinc.com
What is West Coast Financial's Revenue?
West Coast Financial's revenue is $29.2 Million
What is West Coast Financial's SIC code?
West Coast Financial's SIC: 62,628
What is West Coast Financial's NAICS code?
West Coast Financial's NAICS: 52,523
How many employees does West Coast Financial have?
West Coast Financial has 11-50 employees
What industry does West Coast Financial belong to?
West Coast Financial is in the industry of: Finance, Securities Trading
What is West Coast Financial competition?
West Coast Financial top competitors include: Dowd Financial Group, Infinity Wealth Counsel, Cova Wealth Management
What technology does West Coast Financial use?
Some of the popular technologies that West Coast Financial uses are: Barracuda Networks, Eploy, Google Cloud Web Serving, Engage ATS
How do I contact West Coast Financial?
West Coast Financial contact info: Phone number: (805) 962-9131 Website: www.wcfinc.com
What does West Coast Financial do?

West Coast Financial, now merged with Cerity Partners, offers a comprehensive range of financial services including wealth management, investment solutions, estate planning, and tax preparation. They cater to individuals, families, corporations, and nonprofits, providing tailored financial advice and solutions. Their team of experienced advisors is... dedicated to addressing complex financial situations and helping clients achieve their unique financial goals. With locations across multiple states, they aim to be a trusted financial partner for a diverse clientele.Read More

What are West Coast Financial social media links?
West Coast Financial Linkedin page West Coast Financial Twitter page
Is West Coast Financial a public company?
West Coast Financial is private company therefore does not currently have an official ticker symbol
See more information about West Coast Financial

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