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A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days
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The Bridge to Your Financial Future

Today’s economic environment presents many challenges. But, here at Central Coast Financial Management we believe that along with these challenges come great opportunities and potential rewards, for those who can identify long-term trends and maintain a solid wealth management plan.

Our firm was founded in 2012 with a mission to "provide you with the peace of mind necessary to more fully enjoy your life."

Our team has over 50 years of experience in the financial services sector, with specialties in retirement planning and small business planning. As Financial Advisors, we strive to continually provide reliable advice to our many clients in Monterey, Carmel, Salinas, Aptos, Santa Cruz, and beyond!

How We Work

Our first priority is always your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships, that encourage open and honest communication, have been the cornerstone of our business model and the foundation for our success.

We would be honored to help you learn more and assist you on your journey of pursuing your dreams and goals!

Learn more

Helpful Content

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

 

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Saving for College 101

Here’s a crash course on saving for college.

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