Take advantage of our complementary portfolio risk assessment tool today!

What is your risk number?

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:

  • Review of your current investments
  • Assist aligning your portfolio to your personal financial goals

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.

Kyle Johnson, AAMS, Financial Advisor   Kyle Johnson, AAMS®, Financial Advisor

     Kearny Mesa, Clairemont, Scripps Ranch, and Mira Mesa

      Free Portfolio Risk Analysis



Nick Kolata, Financial Advisor   Nick Kolata, Financial Advisor

     National City, Chula Vista, Otay Ranch, Downtown San Diego, East Village, and SDSU

     Free Portfolio Risk Analysis



Reynaldo Perez, Financial Advisor  Reynaldo Perez, Financial Advisor

    Temecula, Murrieta, and Menifee

    Free Portfolio Risk Analysis



Sandra Torres, CRPC, Financial Advisor  Sandra Torres, CRPC®, Financial Advisor

    La Mesa, University Heights, and Hillcrest

    Free Portfolio Risk Analysis



Tim Barnard, Financial Advisor Tim Barnard, Financial Advisor

   Escondido, Oceanside, San Marcos, and Encinitas

   Free Portfolio Risk Analysis


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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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