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West Coast Financial overview

Industry
Investment Management
Revenue
Headquarters
Employees
125
Founded in
Website
Organization type
Private
West Coast Financial is an investment firm specializing in financial planning and fee-only wealth management. The firm comprehensive 360-degree range of services includes planning, management, and consultation. Each service is centered on a single guiding objective to help people live a better and more fulfilled life. Their approach to financial planning is grounded in analytics and covers the five core areas of planning: Investment planning, tax planning, retirement planning, estate planning, & risk management.
West Coast Financial is a small finance company based in California with only 125 employees and an annual revenue of $2.3M.

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The team at West Coast Financial

  • The founders of West Coast Financial is Rick Smith.
  • The key people at West Coast Financial is Rick Smith.
Key people
Rick Smith

West Coast Financial rankings

West Coast Financial is ranked #3 on the Best Finance companies to work for in Santa Barbara, CA list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

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West Coast Financial diversity

7.1
Diversity score
We calculated West Coast Financial’s diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of West Coast Financial’s workforce.
West Coast Financial diversity summary. Zippia estimates West Coast Financial's demographics and statistics using a database of 30 million profiles. Zippia verifies estimates with BLS, Census, and current job openings data for accuracy. We calculated West Coast Financial's diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of West Coast Financial's workforce.
  • West Coast Financial has 125 employees.
  • 64% of West Coast Financial employees are women, while 36% are men.
  • The most common ethnicity at West Coast Financial is White (52%).
  • 27% of West Coast Financial employees are Hispanic or Latino.
  • 7% of West Coast Financial employees are Asian.
  • The average employee at West Coast Financial makes $44,170 per year.
  • Employees at West Coast Financial stay with the company for 5.6 years on average.

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West Coast Financial financial performance

6.2
Performance score

Highest paying West Coast Financial competitors

Compare West Coast Financial salaries to competitors, including Focus Financial Partners, Loan Services, and Hana Financial. Employees at Focus Financial Partners earn the highest average yearly salary of $65,079. The salaries at Loan Services average $60,015 per year, and the salaries at Hana Financial come in at $59,497 per year.
RankCompanyAverage salaryJobs
1$65,0790
2$60,0150
3$59,4970
4$58,7570
5$58,1520
6$57,8970
7$56,1230
8$55,9510
9$55,1970
10$54,9530

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West Coast Financial FAQs

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Zippia gives an in-depth look into the details of West Coast Financial, including salaries, political affiliations, employee data, and more, in order to inform job seekers about West Coast Financial. The employee data is based on information from people who have self-reported their past or current employments at West Coast Financial. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by West Coast Financial. The data presented on this page does not represent the view of West Coast Financial and its employees or that of Zippia.

West Coast Financial may also be known as or be related to West Coast Financial, West Coast Financial Inc and West Coast Investment Group.