Ventura Coast

Wealth Management

A Good Advisor can make Investing

a Walk in the Park


Type your paragraph here.

What to look for in an advisor

100% Fee-Only.                                    - No commissions - ever!

No Proprietory Products.                   - No Employer Products to Push

Independent Custodian.                    - Wells Fargo Clearing Services

Education & Training.                        - BS, MS, MBA, JD, PhD, CFP®

Maturity.                                                - Experience

Independent Advice                             - No Broker Agenda

Well Respected Organizations.         - Garrett Planning Network                                                                                and NAPFA