Business ProfileforWest Coast Financial Wealth Management, Inc.
At-a-glance
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Overview
My company believes that good financial decisions don't have to be confusing. I can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals. I am independent fee base financial advisor, holistic and have a fiduciary responsibility for my clients.
My mission is to maintain the highest standards of integrity and professionalism in my relationship with you, the client. I will strive to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Advisory services are provided by West Coast Financial Wealth Management, INC. Information about those services may be reviewed in the West Coast Financial Wealth management, INC Advisory form ADV Part II.
You may contact our office for the Advisory Form.
Business Details
- Location of This Business
- 1801 Oakland Blvd Ste 335, Walnut Creek, CA 94596-7017
- BBB File Opened:
- 10/17/2002
- Years in Business:
- 23
- Business Started:
- 3/1/2001
- Business Started Locally:
- 3/1/2001
- Accredited Since:
- 7/26/2006
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Type of Entity:
- Corporation
- Number of Employees:
- 3
- Alternate Business Name
- West Coast Financial Wealth Management Inc. /Insurance Services
- Business Management
- Mr. Joseph Yoav Karni, Manager
- Contact Information
Principal
- Mr. Joseph Yoav Karni, Manager
Customer Contact
- Mr. Joseph Yoav Karni, Manager
- Additional Contact Information
Fax Numbers
- (510) 788-3760Other Fax
Phone Numbers
- (925) 939-4436Other Phone
Email Addresses
- Sales
- Technical Support
Website Addresses
- (510) 788-3760
Customer Complaints
0 Customer Complaints
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