Central Coast Wealth Management
Financial Services • 
San Luis Obispo, California, United States • 1-10 Employees
Company overview
| Headquarters | 1104 Palm St, San Luis Obispo, California 93401, US |
| Phone number | +18054390370 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Investments, Pensions, Employee Benefits, Securities, Asset Allocation, Portfolio Management, Financial Planning, Estate Planning, Mutual Funds, 401(K), Retirement Solutions |
| Founded | 2008 |
| Employees | 1-10 |
| Socials |
Key Contacts at Central Coast Wealth Management
Kurt C. Jackson
Founder & Ceo
Alexis Eager
Director Of Client Relations/ Operations
Central Coast Wealth Management Email Formats
Central Coast Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@centralcoastwm.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@centralcoastwm.com | 66.7% |
{first initial} | j@centralcoastwm.com | 33.3% |
About Central Coast Wealth Management
Central Coast Wealth Management's mission is to be the pre-eminent financial services firm on the Central Coast of California by helping our clients integrate multi-dimensional aspects of their finances in order to lessen overall risk and be tax efficient in the process. The professionals of Central Coast Wealth Management LLC provide independent, customized, financial solutions utilizing a boutique broker/dealer (Commonwealth Financial Network®) to focus on high-net-worth individuals and businesses. We help clients in all stages of wealth management-accumulating, preserving, and transferring (creating a legacy) utilizing asset allocation* strategies customized for each situation. In addition to coordinating financial affairs for high-net-worth families, helping companies maximize the benefit of their corporate 401(k) plan is another area of expertise. *Asset allocation does not protect against loss of principal due to market fluctuations. It is a method used to help manage investment risk. The financial professionals of Central Coast Wealth Management are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. [Central Coast Wealth Management, 1104 Palm Street, (805) 439-0370] This communication is strictly intended for individuals residing in the states of AR, CA, IL, IN, LA, MN, OH, SD, TX, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Central Coast Wealth Management revenue & valuation
| Annual revenue | $5,000,000 |
| Revenue per employee | $1,250,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Central Coast Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Central Coast Wealth Management has never raised funding before.
Central Coast Wealth Management Tech Stack
Discover the technologies and tools that power Central Coast Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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