Our Mission Statement

West Coast Financial serves a limited number of qualified individuals and concentrate our practice on personalized comprehensive fee-only wealth management that helps our clients accumulate, grow, protect, enjoy and transfer their wealth, and in the process alleviates their concerns about money so that they can focus on other things in life, such as family, friends, career, physical health, spirituality and the pursuit of happiness.


About West Coast Financial

West Coast Financial offers independent, fee-only wealth management and financial advisory services. The firm was founded in Santa Barbara, California over 30 years ago by David Yossem. Steve Weintraub joined the firm over 25 years ago and, since then, David and Steve have provided stable, consistent management for the firm. Over the past several years, West Coast Financial has expanded its professional team to provide comprehensive, highly personalized services to its growing client base. While we currently focus on high net worth clients in the Santa Barbara, Central Coast, Palm Springs and San Diego areas, West Coast Financial serves clients in various cities across the country.



West Coast Financial
1525 State Street, Suite 104
Santa Barbara, California 93101-2500
Telephone (805) 962-9131 / (877) 903-8930 . Facsimile (805) 962-4290 / (877) 486-1729

Registration with the SEC does not in any way constitute an endorsement by the SEC of an investment adviser's skill or expertise.
Copyright 2010 West Coast Financial, all rights reserved.