WHAT WE DO WCF serves the financial needs of individuals, families, trusts and businesses. We craft plans that evolve with you because we understand that each stage of an individual’s or organization’s life brings new financial risks and opportunities. WHY WE'RE UNIQUE Each of WCF’s services is centered on a single guiding objective: to help people live a better and more fulfilled life. We are confident yet humble, and are authentically dedicated to helping people. We’re not for everybody. But for those who belong here, we’re perfect. HISTORY OF THE FIRM Our firm was established over 35 years ago in Santa Barbara, California. In that time, we’ve evolved from a boutique shop that served a small number of clients to a company of more than 30 employees with more than 700 clients across the country.
View Top Employees from West Coast Financial| Website | https://www.wcfinc.com/truth/messy-truth |
| Revenue | $15 million |
| Funding | $350000 |
| Employees | 65 (65 on RocketReach) |
| Address | 1525 State Street Suite 104, Santa Barbara, California 93101, US |
| Phone | (805) 962-9131 |
| Fax | (805) 627-1600 |
| Technologies |
JavaScript,
HTML,
PHP
+22 more
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| Industry | Financial Services, Finance General, Finance |
| Web Rank | 6 Million |
| Keywords | West Coast Financial Planning, West Coast Advisors Santa Barbara, West Coast Financial La Office, Rennacker Ojia |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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West Coast Financial Questions
The West Coast Financial annual revenue was $15 million in 2024.
Jason Alexander is the Director Of Information Systems of West Coast Financial.
65 people are employed at West Coast Financial.
West Coast Financial is based in Santa Barbara, California.
The NAICS codes for West Coast Financial are [5239, 52393, 523, 52].
The SIC codes for West Coast Financial are [628, 62].
Top West Coast Financial Employees
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Lisa Neff
Leader - Foundation and Nonprofit Practice at West Coast Financial
Santa Barbara, CA, US21
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