Messy Truth.

The financial services industry is broken. Rather than respect, it too often patronizes. Rather than clarify, it complicates. Rather than empathetic, it’s self interested. 

The root of the problem is that the financial services industry has grown to focus more on its own success than on the people it’s supposed to serve. It doesn’t ask the right questions. It avoids messy truths and doesn’t help anyone achieve what most everyone is hoping for: a happier and more fulfilled life with less worry and doubt.

Instead, many people feel confused, unintelligent and worried about their financial futures. This bothers us because it can be different. We’ve built our organization to be the antidote, a cure rooted in establishing a truer and enduring connection that removes artificial barriers and relationships.

People can expect a higher standard from us. We insist on more from ourselves and from the people we serve. That, to us, is what it means to truly care. 

At West Coast Financial, to care is the beginning of service. To serve someone, we must know them.  We share time and we are inquisitive and observant. That’s how the truth is discovered. Some people are uncomfortable with questions that get too close to the truth. That’s okay. We help each other through it. Because it’s important and we’re going to be together for a long time. It’s a relationship. We will chart our course together.

About West Coast Financial

West Coast Financial offers independent, fee-only wealth management and financial advisory services. At the core of our practice is a deep desire to help others navigate and solve problems that intersect their finances. The firm was founded over 30 years ago in Santa Barbara, California. Over the past several years, we have expanded our professional team to provide comprehensive, highly personalized services to a growing client base. While our roots are in Santa Barbara, we currently serve high net worth clients throughout California and in various cities across the country.

Our Advisors

Steve Weintraub


Joe Ferreira


Clay Murdy


Jeremy Runnels


Brian Lloyd


Jim Maino


Patrick Corrigan


Lisa Neff


David Gore


Kristen Koch


Jack Rabuck


Evan Hunter




1525 State Street, Suite 104
Santa Barbara, California 93101-2500
Tel (805) 962-9131 / (877) 903-8930
Fax (805) 962-4290 / (877) 486-1729 | Career Opportunities

6621 Bay Laurel Place
P.O. Box 399
Avila Beach, CA 93424
Tel (805) 627-1600
Fax (805) 627-1600

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.