Coastal Life Wealth | Personalized Financial Planning in San Diego

Planning

We’re your
Planning Partner

No matter where you are in life — just starting out, building momentum, or planning for what’s next — having a trusted partner can make all the difference. At Coastal Life, we work alongside you to simplify the complex, create clarity, and design a plan that feels personal to your goals. We don’t believe in one-size-fits-all strategies. Instead, we walk through every area of your financial life together, making sure the plan we create is built for you.

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Your Planning Partner

Growing Your Wealth

Retirement Planning

Estate Planning

Protecting What Matters

Smarter Taxes

The five pillars of your financial life

Growing Your Wealth

Build your savings and investments with a plan designed around your goals.

Protecting What Matters

Prepare for life’s “what-ifs” with safeguards that keep you and your family secure.

Retirement Planning

Create the freedom to live the way you want, with smart, tax-wise strategies.

Estate Planning

Ensure what you’ve built is passed on with clarity and care.

Smarter Taxes

Strategies to keep more of what you earn, today and tomorrow.

Support That Lasts

Our role is more than financial planning — it’s partnership. We’ll be here with you through every milestone, helping you adapt, adjust, and stay confident as life evolves.

Building Your Comprehensive Plan

Together, we’ll explore each of these areas and identify what matters most right now, and what can wait until later. From there, we’ll design an actionable plan that balances today’s needs with tomorrow’s possibilities.

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