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Affordable & No commissions. We specialize in objective financial planning and investment management. Our goal is to help clients build, manage, grow, and protect their assets through life's transitions. Michael Anderson is a NAPFA-Registered Financial Advisor and a CFP™ Professional. We have a weekly radio program on Newstalk 1590 KVTA Sundays at 8AM, it's called "Big Money in the 805" You can also find it on iTunes and other podcast platforms. It's a 30 minute show that brings you 1 feature interview, 1 non-profit spotlight and some financial wisdom. "Big Money in the 805"
Tom Ellis has been an investment advisor since 2003, beginning at a boutique firm in Pasadena. In early 2008 that firm merged with UBS and Tom Ellis decided to strike out on his own, building the investment advisory firm now known as Golden Oak Wealth Management. Despite a difficult environment for investors and advisors in 2008, Tom's consistent risk-based focus and individualized investor attention has led to a successful & growing advisory practice.
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Debbie Thomas is a Licensed Financial Representative with Primerica serving VENTURA and its surrounding areas.
The professionals at West Coast Wealth Management have over 30 years of experience in asset management and financial consulting. We are here to listen to your goals and objectives, and to address your financial needs through a sound money management philosophy. Our Commitment Our firm's primary focus is on personalized client service. We provide our clients with straightforwardness, honesty, and objective financial advice. We pride ourselves in our integrity and commitment. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.
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