West Coast Financial Strategies, Inc.
West Coast Financial Strategies, Inc. (CRD# 138049) is a financial advisory firm headquartered in Irvine, CA. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
Duglas Wright (CRD# 1861197) is an Investment Advisor Representative working at West Coast Financial Strategies, Inc. in Irvine, CA and has over 18 years of experience in the finance industry. Duglas Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.