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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Bart Cutino

Behavioral Finance Advisor BFA™ & Life Insurance Agent

(831) 275-2608

(831) 275-2680

bart@centralcoastfm.com

Bart Cutino was welcomed to the Central Coast Financial Management team in the summer of 2013 as an Investment Advisor Representative. He brings with him an extensive and diverse professional background in business and life insurance....

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Jaycee Regis

Client Support & Operations Manager

(831) 275-2608

(831) 275-2680

jaycee@centralcoastfm.com

Jaycee joined the CCFM Team in 2023 with a desire to leave a positive mark on our community. He presently serves in a myriad of areas, including client services and overseeing the internal operations of the firm. However, his mission...
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Trevin Kent, CFP®, RICP®

CERTIFIED FINANCIAL PLANNER™

(831) 275-2608

(831) 275-2680

trevin@centralcoastfm.com

Trevin is driven by a passion to help clients gain clarity and confidence throughout their financial journey. As a Certified Financial Planner™, he does more than create detailed financial plans, he crafts roadmaps for success...

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