Our Team
WCF Role
Operations: Information Systems
Where I Live
Santa Barbara
WCF Role
Operations: Office Concierge
WCF Role
Advisory Services: Client Services
WCF Role
Advisory Services: Client Services
WCF Role
Advisory Services: Director of Client Services
WCF Role
Advisory Services: Director of Client Services
Patrick Corrigan, CFP®
WCF Role
Advisory Services: Advisor
WCF Role
Advisory Services: Client Services
WCF Role
Advisory Services: Analyst
WCF Role
Advisory Services: Associate
WCF Role
Advisory Services: Analyst
Joe Ferreira, CFP®, CPWA®
WCF Role
Executive Team
Advisory Services: Advisor
Joe Ferreira, CFP®, CPWA®
WCF Role
Executive Team
Advisory Services: Advisor
Joe Ferreira, CFP®, CPWA®
WCF Role
Executive Team
Advisory Services: Advisor
Joe Ferreira, CFP®, CPWA®
WCF Role
Executive Team
Advisory Services: Advisor
Joe Ferreira, CFP®, CPWA®
WCF Role
Executive Team
Advisory Services: Advisor
WCF Role
Advisory Services: Client Services
WCF Role
Advisory Services: Client Services
Dave Gore, CFA®
WCF Role
Advisory Services: Ambassador
WCF Role
Operations: Human Resources
Kristen Koch, CFP®
WCF Role
Executive Team
Advisory Services: Advisor
Kristen Koch, CFP®
WCF Role
Executive Team
Advisory Services: Advisor
Kristen Koch, CFP®
WCF Role
Executive Team
Advisory Services: Advisor
Kristen Koch, CFP®
WCF Role
Executive Team
Advisory Services: Advisor
Kristen Koch, CFP®
WCF Role
Executive Team
Advisory Services: Advisor
WCF Role
Advisory Services: Client Services
Alec Lance, CFA®
WCF Role
Advisory Services: Associate Advisor
Jess Layman, CFP®
WCF Role
Operations: Portfolio Reporting & Accounting
Sam Marshall, CPA, CFP®
WCF Role
Advisory Services: Associate Advisor
Clay Murdy, CFP®
WCF Role
Advisory Services: Advisor
Lisa Neff, CFP®
WCF Role
Advisory Services: Advisor
Jackson Paul Rabuck, CFP®
WCF Role
Advisory Services: Advisor
WCF Role
Advisory Services: Associate
WCF Role
Advisory Services: Associate
Jeremy Runnels, CFP®
WCF Role
Advisory Services: Advisor
Jeremy Runnels, CFP®
WCF Role
Advisory Services: Advisor
WCF Role
Executive Team
Operations: Director of Operations
WCF Role
Executive Team
Operations: Director of Operations
WCF Role
Executive Team
Operations: Director of Operations
WCF Role
Executive Team
Operations: Director of Operations
WCF Role
Executive Team
Operations: Director of Operations
WCF Role
Advisory Services: Analyst
WCF Role
Advisory Services: Analyst
WCF Role
Advisory Services: Analyst
WCF Role
Advisory Services: Associate
Steven A Weintraub, CFP®
WCF Roles
Executive Team
Advisory Services: Advisor
Steven A Weintraub, CFP®
WCF Roles
Executive Team
Advisory Services: Advisor
Steven A Weintraub, CFP®
WCF Roles
Executive Team
Advisory Services: Advisor
Steven A Weintraub, CFP®
WCF Roles
Executive Team
Advisory Services: Advisor
Steven A Weintraub, CFP®
WCF Roles
Executive Team
Advisory Services: Advisor
WCF Role
Advisory Services: Client Services
© West Coast Financial. All Rights Reserved.