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West Coast Financial jobs and careers

Santa Barbara, CA, United States

About West Coast Financial

WHAT WE DO WCF serves the financial needs of individuals, families, trusts and businesses. We craft plans that evolve with you because we understand that each stage of an individual’s or organization’s life brings new financial risks and opportunities. WHY WE'RE UNIQUE Each of WCF’s services is centered on a single guiding objective: to help people live a better and more fulfilled life. We are confident yet humble, and are authentically dedicated to helping people. We’re not for everybody. But for those who belong here, we’re perfect. HISTORY OF THE FIRM Our firm was established over 35 years ago in Santa Barbara, California. In that time, we’ve evolved from a boutique shop that served a small number of clients to a company of more than 30 employees with more than 700 clients across the country.

Employees
11 to 50
Headquarters
Santa Barbara

Leadership

The top of West Coast Financial's org chart, with how many people report into each leader.

JH

Jeff Heiss

President

6 reports

DPPhoto of Drew Paulsen

Drew Paulsen

Associate

ESPhoto of Evie Kinkade Smet

Evie Kinkade Smet

Operations Associate

AM

Alexis Marsh

Client Services

AL

Alec Lance

Investment Specialist

JWPhoto of James Weimer

James Weimer

Associate

LNPhoto of Lisa Neff

Lisa Neff

Leader - Foundation & Nonprofit Practice

Jobs at West Coast Financial

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