Central Coast Tax & Financial Services

Overview

Central Coast Tax & Financial Services is a California-based sole proprietorship that provides financial planning and portfolio management for individuals and small businesses. The firm is owned and operated by an individual advisor and is organized outside common RIA classifications. Its advisory model combines ongoing portfolio management with standalone planning work, and it charges clients via a percentage-of-assets arrangement as well as hourly fees. The practice does not identify itself as an ESG investor and is focused on traditional wealth-management services for retail and small-business clients rather than institutional pension or capital-allocation roles.

Assets & Accounts

Investments & Alternatives

Location & Offices