West Coast Financial Employee Directory

Q: How many employees does West Coast Financial have currently?

West Coast Financial has approximately 72 employees.

Q: Who are West Coast Financial's key employees and leadership?

West Coast Financial's key employees include: Branch Manager And Chief Executive Officer: R. M., President: R. S..

Financial ServicesCalifornia, United States51-200 Employees

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.

Find West Coast Financial employees' phone numbers or email addresses

West Coast Financial Global Highlights

North America
58

United States Of America
58

Asia
1

Bangladesh
1

West Coast Financial's Leadership

R. S.
President
Mobile Phone
Email
R. M.
Branch Manager And Chief Executive Officer
Mobile Phone
Email
J. A.
Creative Director
Mobile Phone
Email
D. J.
Director Of Investments
Mobile Phone
Email
J. F.
Director Of Advisory Services
Mobile Phone
Email
M. B.
Director Of Client Services
Mobile Phone
Email
W. B.
Facility Manager
Mobile Phone
Email
C. M.
Client Services Coordinator
Mobile Phone
Email

West Coast Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Recruiting
Accounting
Finance
Other

Contact profiles from West Coast Financial

Name

Title

Contact Info

Location

Last Update

R. S.
President
Mobile Phone
Email
United StatesFlorida
Nov 01, 2024
R. M.
Branch Manager And Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
J. A.
Creative Director
Mobile Phone
Email
Bangladesh
May 18, 2025
D. J.
Director Of Investments
Mobile Phone
Email
Feb 28, 2024
J. F.
Director Of Advisory Services
Mobile Phone
Email
Jul 24, 2024
M. B.
Director Of Client Services
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
W. B.
Facility Manager
Mobile Phone
Email
United StatesUtah
Apr 25, 2025
C. M.
Client Services Coordinator
Mobile Phone
Email
United StatesNorth Carolina
Aug 26, 2025
S. N.
Assoicate
Mobile Phone
Email
United StatesFlorida
Sep 18, 2025
C. F.
Client Services
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is West Coast Financial known for?

West Coast Financial operates in the Financial Services industry. The company's main headquarters is located in 1525 State Street Suite 104 Santa Barbara, California 93101 United States; you can contact the main corporate office by phone at

+1-661-877-****

. Explore West Coast Financial's company overview page for more information.

What is West Coast Financial's most common email format?

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

How many employees does West Coast Financial have currently?

West Coast Financial has approximately 72 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are West Coast Financial's key employees and leadership?

As of February 2026, West Coast Financial's key employees include:

President: R. S.
Branch Manager And Chief Executive Officer: R. M.
Creative Director: J. A.
Director Of Investments: D. J.
Director Of Advisory Services: J. F.

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