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.

Why Choose Coastal Life Wealth Management?Experienced financial planning. Personal relationships.

Finding the right financial planner in San Diego is about more than managing investments. It's about working with someone who understands your goals, knows you personally, and is there to help you make confident financial decisions.

Throughout his career, Kurt has helped more than 500 households navigate their financial futures. At Coastal Life Wealth Management, we believe in building lasting relationships, taking the time to understand each client's goals, and providing the personal attention they deserve.

What makes Coastal Life different?Experience you can trust - Our team's professional qualifications include CFP® (Certified Financial Planner), AIF® (Accredited Investment Fiduciary), AAMS® (Accredited Asset Management Specialist), and FPQP® (Financial Paraplanner Qualified Professional), along with Series 7, 63, and 66 registrations and Life, Health, and Long-Term Care insurance licenses.

Comprehensive financial guidanceWe specialize in retirement planning, comprehensive financial planning, and investment management for investors with at least $250,000 to invest.

A deliberately personal approachWe keep our client relationships small by design. Our clients know us, and we know them. You're more than an account number at Coastal Life.

Long-term relationshipsWe take the time to understand your financial goals and provide the personal attention that comes from working with a smaller, dedicated team.

Let's talk about your financial future.Whether you're preparing for retirement or looking for a more personal approach to managing your wealth, we'd welcome the opportunity to get to know you.

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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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