Dakota
Dakota
Book a Demo
Talk to an Expert

West Coast Educators Financial, Inc.

EST. AUM
$500,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website west coast educators financial, inc.
Client types

Overview

West Coast Educators Financial, Inc. is a boutique financial services firm based in Visalia, California, dedicated to serving educators and their families. Founded by Eddie Perez, the firm specializes in providing a "concierge" experience, helping school district staff navigate the complexities of CalSTRS and CalPERS benefits. The firm provides a comprehensive wealth management approach that integrates retirement planning with insurance, real estate, and mortgage lending. They focus on tailored strategies that align with the specific pension cycles and unique financial challenges faced by public sector employees.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy