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Our Story
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
Manuel Soliz
Manuel SolizFinancial ConsultantFIC
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Eleni Richey
Eleni RicheyFinancial Advisor
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Terri Wooldridge
Terri WooldridgeFinancial AssociateFIC, 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.View profile
Mary Soliz
Mary SolizOffice Professional
Walnut Creek Location
3011 Citrus Circle, suite 104
Walnut Creek, CA 94598
Phone925-262-1175Fax925-939-5965Hours
M – F: 9 a.m. – 5 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 925-262-1175

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations