This complimentary service provided by California Coast Financial Services examines your financial goals and risk tolerance to help identify your unique risk score and the following:
To start your free portfolio risk analysis, take a short questionnaire by clicking on a button assigned to one of our experienced and knowledgeable financial advisors near you. Let us help you take the guesswork out of your financial future.
Brett Gatta, Financial Advisor
Poway, University Heights, Hillcrest, National City, Solar (secured branch) and SDSU
David Lautz, Financial Advisor
National City, Chula Vista, Downtown, East Village and Otay Ranch.
Kyle Johnson, AAMS®, Financial Advisor
Kearny Mesa, Clairemont, Scripps Ranch, Mira Mesa, Encinitas and University City.
Temecula, Murrieta, Menifee, Escondido, Oceanside, and San Marcos
La Mesa, El Cajon, and Santee
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Our members are our most valuable asset. That’s why everything we do — from the accounts, loans and rates we offer, to the personalized caring attention we provide — is designed to help you to achieve your goals.
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