1104 Palm Street
San Luis Obispo,
When you walk through the doors of Central Coast Wealth Management, you’ll see a firm passionate about serving you and the local community. There is a reason why our office is cozy and welcoming; we want you to feel like part of the CCWM family.
One of the most rewarding things about our work is that we can help educate our clients on the important basic items they need to address without complicating the jargon. When clients work with us, they can expect to work with professionals who are dedicated to their success and passionate about putting them first as part of a lifelong relationship that spans generations.
Our independence, stewardship, and dedication set us apart from other financial services firm.
In order to determine if a lifelong, sometimes multi-generational relationship with potential financial advisors and their firm is prudent, it helps to know the background of individuals assisting you in financial matters....
Director of Client Relations/ Operations
Below is a brief summary of the experiences of Alexis Walker, the Financial Services Coordinator for Central Coast Wealth Management. 1992: Born third in a set of triplets in Pasadena, California. 1992–2006: Grew up in Pasadena....
Below is a brief summary of the experiences of Erin Hook, the Operations Assistant for Central Coast Wealth Management. 1996: Born in San Diego, CA. 1996-2010: Erin grew up in San Diego. Attended Private School. Erin was involved in...