Find wealth managers in Ventura

West Coast Wealth Management is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to work toward growing, protecting and conserving your wealth by delivering an unprecedented level of personalized service and experience. We encourage you to explore our site

Since 1935, D.A. Davidson & Co. has helped both individual investors and businesses get closer to their financial dreams. As an employee-owned company, we can say unequivocally that each of us is personally invested in your financial success and that we will work passionately to find solutions for you. Backed by resources available at D.A. Davidson

My passion for financial planning all began upon my father's passing. With his preplanning, my family and I were able to fully fund our educations and my mom was left without worry. I got a job as a Financial Advisor at MetLife, with a referral from a friend, and starting building my practice. Lots of long nights & weekends calling, in the first few