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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

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