What departments does West Coast Financial have?

West Coast Financial has employees across 3 departments including Finance, Analytics, Accounting.

What is the largest department at West Coast Financial?

The largest department at West Coast Financial is Finance with 5 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

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

West Coast Financial's key employees include: Branch Manager And Chief Executive Officer: R. M., President: R. S..

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
56

United States Of America
56

Asia
1

Bangladesh
1

West Coast Financial's Leadership

R. S.
President
Mobile Phone
Email
R. M.
Branch Manager And Chief Executive Officer
Mobile Phone
Email
J. A.
Creative Director
Mobile Phone
Email
D. J.
Director Of Investments
Mobile Phone
Email
J. F.
Director Of Advisory Services
Mobile Phone
Email
M. B.
Director Of Client Services
Mobile Phone
Email
W. B.
Facility Manager
Mobile Phone
Email
C. M.
Client Services Coordinator
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

C. L.
Certified Financial Planner
Mobile Phone
Email
Jun 08, 2026
J. B.
Registered Investment Advisor
Mobile Phone
Email
Oct 23, 2024
J. H.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Oct 16, 2024
K. L.
Financial Planning Analyst
Mobile Phone
Email
United States
Jun 08, 2026
R. D. J.
Accounting Assistant
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
S. O.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Oct 21, 2024
S. A.
Administrative Assistant
Mobile Phone
Email
United StatesArizona
Oct 22, 2024
S. W.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Aug 29, 2025
G. H.
Recruiter
Mobile Phone
Email
United StatesFlorida
Feb 17, 2026
E. Y.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is West Coast Financial known for?

West Coast Financial operates in the Financial Services industry. The company's main headquarters is located in 1525 State Street Suite 104 Santa Barbara, California 93101 United States; 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 February 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

President: R. S.
Branch Manager And Chief Executive Officer: R. M.
Creative Director: J. A.
Director Of Investments: D. J.
Director Of Advisory Services: J. F.

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West Coast Financial Employee Directory

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