South Coast Investment Advisors Employee Directory

Q: What is South Coast Investment Advisors known for?

South Coast Investment Advisors was founded in 2009. South Coast Investment Advisors operates in the Financial Services industry.

Financial ServicesCalifornia, United States2-10 Employees

South Coast Investment Advisors specializes in wealth management for high-net worth individuals and their families.

We serve as Personal CFO to a select group of individuals, families, and businesses, helping them lead remarkable lives and leave lasting legacies. Accumulating wealth throughout life takes persistence and focus. Our process creates an experience that empowers our clients to make the right decisions with more successful outcomes.

As Personal Financial Advocates, we work in close partnership with each of our clients’ trusted advisors. With decades of experience in money management, tax planning, estate transfer, and portfolio risk mitigation, our coordinated approach develops an insightful, personal benchmark unique to each client.

We use sophisticated financial planning software to organize each client’s financial information into one consolidated place. Utilizing Nobel Prize winning science, we understand how each client feels about risk and design our plans to perfectly align within a comfortable bandwidth of acceptable risk. Our portfolio architecture is comprised of elite money managers that have deep expertise in traditional investments strategies as well as tactical and diversifying strategies like REITs and alternatives, enabling our clients to have potential success in all types of markets.

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment advisor. Member FINRA/SIPC. South Coast Investment Advisors and IFG are unaffiliated entities.
For a list of states in which we are registered to do business, please visit www.southcoastinvest.com

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are not an endorsement.

Find South Coast Investment Advisors employees' phone numbers or email addresses

South Coast Investment Advisors Global Highlights

North America
9

United States Of America
9

South Coast Investment Advisors's Leadership

M. O.
Office Manager
Mobile Phone
Email
M. V.
Financial Advisor
Mobile Phone
Email

Contact profiles from South Coast Investment Advisors

Name

Title

Contact Info

Location

Last Update

M. O.
Office Manager
Mobile Phone
Email
Oct 21, 2024
M. V.
Financial Advisor
Mobile Phone
Email
UNITED STATES
May 25, 2025

Frequently Asked Questions

What is South Coast Investment Advisors known for?

South Coast Investment Advisors was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 1520 North el Camino Real, Suite 1. Explore South Coast Investment Advisors's company overview page for more information.

What is South Coast Investment Advisors's most common email format?

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

How many employees does South Coast Investment Advisors have currently?

South Coast Investment Advisors has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are South Coast Investment Advisors's key employees and leadership?

As of December 2025, South Coast Investment Advisors's key employees include:

Office Manager: M. O.
Financial Advisor: M. V.

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