About Coast Financial Associates

When you work with Coast Financial Associates you will have a team of professionals focusing on what is important to you. Our practice includes: • A team approach with financial guidance based on your values and goals. • Core values of faith, making a difference, integrity, and communication. • A spectrum of solutions, including family and income protection, retirement accumulation and income strategies, estate planning, wealth management, legacy strategies, and small business benefits and planning. We’ll help you make decisions around your insurance, investing and retirement planning needs by getting to know what really matters to you. We see money as a tool, not a goal, and through this lens can accomplish more in bringing you real satisfaction

Living Generously in our Communities

  • St John’s Church Transition Team,Teen Ministry Leader and Church Council
  • Lutheran Church of the Good Shepherd Salinas CA Member since 2001
  • Thomas Carman Food Pantry- Friends of Epiphany Annual Fundraiser
  • Habitat for Humanity
  • Grateful Garment Project
  • Volunteer Ramona Skate League
  • An Elderly Wish Foundation of Contra Costa County
  • Lutheran Campus Ministry board member 2011-2018
Manuel Soliz

Manuel Soliz

FIC

Title

Financial Consultant

State(s) Licensed
AR Insurance Lic. #2679697 , AZ, CA Insurance Lic. #0C51839 , CO, NV, OR, SD, TX, VA, WA,
Website
https://connect.thrivent.com/manuel-soliz
Phone
925-262-1175
    Terri Wooldridge

    Terri Wooldridge

    FIC, CLTC®

    Terri Wooldridge has been a financial associate with Thrivent Financial for nearly 20 years. She deals in goal development, financial guidance, asset management, retirement income strategies and legacy planning. Terri is passionate about assisting people in making plans that allow them to live life confidently, securely and generously. Nothing makes her happier than having people be empowered to be joyful, empowered to conquer their financial fears, and empowered to realize the vision for their future. Terri and her family moved to San Diego County, CA in 2017 after her husband Brent began working in the area and their son Ryan was accepted into San Diego State in the Lavin Entrepreneurship program. Ryan is now a junior, son Jack is a sophomore in high school and daughter Samantha is in eighth grade. Over the years working in Monterey, Terri has developed close personal relationships with her clients and friends, so she continue to keep her financial practice in Monterey County. Doing so requires frequent travel, but during the time spent not working, Terri is involved with her family and volunteering. She loves to walk her dog Murphy, cook and entertain friends and family. Terri and her children volunteer for the Ramona Skate League and have been instrumental in the newly launched and successful after school skate board program. Her favorite bible chapter is Romans 14. The Platinum rule she lives by is: do unto others as they would have you do unto them.

    Title

    Financial Associate

    State(s) Licensed
    CA Insurance Lic. #0C75108 , CO, NC, ND, NM, NV, OR, SD, VA, WA,
    Website
    https://connect.thrivent.com/terri-wooldridge
    Phone
    831-424-6500
      Mary Soliz

      Mary Soliz

      Title

      Office Professional

      Phone
      925-262-1175