Steven A Weintraub, CFP®

Executive Team, Advisory Services: Advisor

Education, Certifications & Credentials

  • B.S. Business Admin, Arizona State University
  • M.S. Financial Planning, San Diego State University
  • Certified Financial Planner® Professional

Where I live
Santa Barbara

Originally from
Los Angeles, California

Snow skiing and tasting Santa Barbara wines

Two labs… Quincy and Addie

Favorite quote
“All the darkness in the world can't put out the light of one small candle.”

Someone I admire
Thomas Tighe, President of Direct Relief who elegantly blends effectiveness with extraordinary humanity.

Something about WCF that makes me proud
Total alignment of interest between client and advisor.

805-962-9131 This email address is being protected from spambots. You need JavaScript enabled to view it. © West Coast Financial. All Rights Reserved.

Introducing WCF Video
Contact Request