South Coast Investment Advisors Email Format

Financial ServicesCalifornia, United States2-10 Employees

South Coast Investment Advisors is a financial services firm that specializes in wealth management for high-net-worth individuals and their families. The firm acts as a personal financial advocate, operating as a personal CFO and coordinating with clients’ trusted advisors to manage money, tax planning, estate transfers, and portfolio risk. It uses sophisticated financial planning software to consolidate client information and designs risk-aware plans tailored to each client’s comfort level, with a portfolio constructed through experienced money managers across traditional investments as well as tactical and diversifying strategies such as REITs and alternatives. The company operates as a registered representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment advisor, and notes that South Coast Investment Advisors and IFG are unaffiliated. The firm is based in San Clemente, California, with offices expanded there in June 2022, located at 1520 North El Camino Real Suite 1, San Clemente, CA 92672, and it employs a small team of 2-10 people; reported annual revenue is in the range of $1 million to $10 million.

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