Meet Us
Our way of doing business
At Coastal Life Wealth Management, we believe financial advice should be built around one thing:
you.
Big-name firms can sometimes feel impersonal — Product pushing, sales quotas shaping recommendations, hidden agendas you’ll never see. That’s not how we work. We founded Coastal Life to be different: a place where we’d be proud to be clients ourselves.
Here’s what that means for you.
Care that feels personal
We treat every client the way we’d want to be treated: with respect, honesty, and attention. Your goals, questions, and values are always heard.
A relationship, not a transaction
You’re more than a portfolio balance. We take the time to understand who you are, what drives you, and what you dream about. Then we tailor your financial plan to match.
Guidance for real life
We’ve been through many market cycles, good and bad, and our job is to help you stay steady through them all. Down-to-earth conversations. Clear explanations. A partner you can rely on.
Confidence, your way
Some clients love digging into the details. Others just want to know they’re on track. Either way, our role is to empower you with clarity and peace of mind — so you can rest easy knowing your money is working for you.
Principles that last
We don’t chase fads. We follow time-tested strategies, monitor your progress, and adjust as your life evolves. Because financial planning isn’t about quick wins — it’s about building lasting security.
The Coastal Life Difference
We’re independent by design, personal by choice, and committed to being the kind of partner who helps you live with balance, confidence, and freedom.
Request a call
Contact Us
Call: (858) 496-7782
Coastal Life Wealth Management
9275 Sky Park Court, Suite 190
San Diego, CA 92123
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Coastal Life Wealth Management is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advice.
Investor Disclosures:
kestrafinancial.com/disclosures
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
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Form CRS:
Client Relationship Summary
