What departments does West Coast Financial have?

West Coast Financial has employees across 3 departments including Arts & Design, Finance, Customer Success.

What is the largest department at West Coast Financial?

The largest department at West Coast Financial is Finance with 3 employees.

Where are West Coast Financial employees located globally?

West Coast Financial has employees across 2 continents and 2 countries including Bangladesh, United States Of America.

How has West Coast Financial's team size changed over time?

West Coast Financial's team has decreased from approximately 30 to 28 employees based on available data.

West Coast Financial Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

West Coast Financial operates in the financial services sector, offering planning and advisory support for individuals, families, trusts, and businesses. The firm develops financial plans that adapt as clients’ circumstances change, acknowledging that different life stages bring distinct risks and opportunities. 

Based in Santa Barbara, California, the company traces its roots to a boutique practice established more than 35 years ago. It has grown into a mid-sized firm serving more than 700 clients across the United States. Its approach centers on crafting resilient plans that address evolving financial needs throughout a client’s life journey.

West Coast Financial Global Highlights

North America
57

United States Of America
57

Asia
1

Bangladesh
1

West Coast Financial's Leadership

J. A.
Creative Director
Mobile Phone
Email
D. J.
Director Of Investments
Mobile Phone
Email
J. F.
Director Of Advisory Services
Mobile Phone
Email
C. F.
Client Services
Mobile Phone
Email
C. L.
Certified Financial Planner
Mobile Phone
Email
J. B.
Registered Investment Advisor
Mobile Phone
Email
E. H.
West Coast Financial
Mobile Phone
Email

West Coast Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Recruiting
Accounting
Finance
Other
Consultant

Contact profiles from West Coast Financial

Name

Title

Contact Info

Location

Last Update

J. A.
Creative Director
Mobile Phone
Email
Bangladesh
May 18, 2025
D. J.
Director Of Investments
Mobile Phone
Email
Feb 28, 2024
J. F.
Director Of Advisory Services
Mobile Phone
Email
Jul 10, 2024
C. F.
Client Services
Mobile Phone
Email
Oct 22, 2024
C. L.
Certified Financial Planner
Mobile Phone
Email
Jun 08, 2026
J. B.
Registered Investment Advisor
Mobile Phone
Email
Oct 23, 2024
E. H.
West Coast Financial
Mobile Phone
Email

Frequently Asked Questions

What is West Coast Financial known for?

West Coast Financial operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-661-877-****

. Explore West Coast Financial's company overview page for more information.

What is West Coast Financial's most common email format?

West Coast Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more West Coast Financial email formats with LeadIQ.

How many employees does West Coast Financial have currently?

West Coast Financial has approximately 72 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are West Coast Financial's key employees and leadership?

As of July 2026, West Coast Financial's key employees include:

Creative Director: J. A.
Director Of Investments: D. J.
Director Of Advisory Services: J. F.
Client Services: C. F.
Certified Financial Planner: C. L.

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West Coast Financial Employee Directory

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