What departments does Central Coast Wealth Management have?

Central Coast Wealth Management has employees across 1 departments including Entrepreneurship.

What is the largest department at Central Coast Wealth Management?

The largest department at Central Coast Wealth Management is Entrepreneurship with 1 employees.

Where are Central Coast Wealth Management employees located globally?

Central Coast Wealth Management has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Central Coast Wealth Management's team size changed over time?

Central Coast Wealth Management's team has remained stable from approximately 5 to 5 employees based on available data.

Central Coast Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Central Coast Wealth Management is a financial services firm based in San Luis Obispo, California, offering independent, customized financial solutions through a boutique broker/dealer relationship. The practice focuses on high-net-worth individuals and businesses, helping clients manage wealth across accumulation, preservation, and transfer to create a lasting legacy, with asset allocation strategies tailored to each situation. In addition to personal wealth management, the firm assists companies in optimizing the benefits of their 401(k) plans and coordinating overall financial affairs for its clients. The organization operates within the financial services industry, emphasizing risk management and tax efficiency as part of its approach to integrating multiple aspects of clients’ finances. The firm positions itself on the Central Coast of California as a local, boutique option for comprehensive wealth management services. Staffed by a small team, the practice facilitates advisory and securities services through Commonwealth Financial Network®, and its registered representatives and investment adviser representatives deliver these offerings to eligible clients.

Central Coast Wealth Management Global Highlights

North America
8

United States Of America
8

Oceania
1

Australia
1

Central Coast Wealth Management's Leadership

K. C. J. C.
Founder & Chief Executive Officer
Mobile Phone
Email

Central Coast Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Central Coast Wealth Management

Name

Title

Contact

Location

Last Update

K. C. J. C.
Founder & Chief Executive Officer
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Central Coast Wealth Management known for?

Central Coast Wealth Management was founded in 2008 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-331-833-****

. Explore Central Coast Wealth Management's company overview page for more information.

What is Central Coast Wealth Management's most common email format?

Central Coast Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Central Coast Wealth Management email formats with LeadIQ.

How many employees does Central Coast Wealth Management have currently?

Central Coast Wealth Management has approximately 4 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Central Coast Wealth Management's key employees and leadership?

As of July 2026, Central Coast Wealth Management's key employees include:

Founder & Chief Executive Officer: K. C. J. C.

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Central Coast Wealth Management Employee Directory

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