A complete list of active advisors currently associated with Central Coast Tax & Financial Services

Warmer can help you find a great advisor at Central Coast Tax & Financial Services or one who fits your needs even better.

Central Coast Tax & Financial Services is a registered investment adviser that offers portfolio management and investment advisory services; its brochure describes customized advisory services built around clients’ goals, risk tolerance, and time horizon. The firm lists equities, exchange-traded funds, corporate bonds and government bonds among the products it may use to construct portfolios focused on dividend income and capital appreciation. The brochure characterizes the investment approach as individualized portfolio construction with an emphasis on dividend income and long-term capital appreciation through selection of individual equities, supplemented by ETFs and fixed income. It also notes that the firm does not participate in wrap fee programs. Noteworthy details include that the firm reports zero assets under management and no current clients while operating with a single advisor, which differs from many investment-manager profiles that oversee pooled or institutional assets. The firm also makes hourly billing available in addition to the asset-based arrangements commonly used by investment managers.

To learn more about the advisors currently working at Central Coast Tax & Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.