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Coast Financial Associates
925-262-1175

Meet 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