West Coast Financial

EST. AUM
$1,838,826,513

CONTACTS
5

CLIENT ACCOUNTS
2,088

Firm Details

Metro area Los Angeles
CRD Number 104677
Website ceritypartners.com
Client types

Overview

West Coast Financial has merged with Cerity Partners in 2025. Their approach to financial planning is grounded in analytics and covers the five core areas of planning: Investment planning, tax planning, retirement planning, estate planning, and risk management. Their plans are customized based on a client’s specific values, goals, and financial realities. They also align the other advisors on a client’s team to make the most of their technical expertise (CPA, Attorneys, etc). They implement their clients’ plans by managing individual stocks and bonds as well as mutual funds and ETFs. They also assist with managing alternative investments such as commercial real estate, venture capital, private equity, and others.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

West Coast Financial

Platform Details

Investment Preferences

Alternative Activity

Address

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