Broker Check

Our Difference

When you work with Pacific Coast Wealth Strategies, you will be working with a CERTIFIED FINANCIAL PLANNER™ professional.

Why it’s important to work with a CERTIFIED FINANCIAL PLANNER™ (CFP®)

Most people think that all financial planners are “certified”. This is actually far from true. The title “financial planner” can be used by someone who has not gone through the training required to become a CFP®.

As CERTIFIED FINANCIAL PLANNER™ professionals, we are held to a fiduciary standard of care when providing financial planning services. This means we are required to act in the client’s best interest. In addition, we have completed extensive training and experience requirements and are held to rigorous ethical standards.

Why it’s important to work with a CERTIFIED FINANCIAL PLANNER™ (CFP®)

Only those financial planners who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® designation trademarks. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Visit www.cfp.net for more information.