299 Webster Street,
Our team has many years of diverse, professional experience in the financial services industry. Our diverse backgrounds have given us a highly unique and well-rounded base of experience, on which we draw regularly, to assist our clients and provide them with the highest quality of comprehensive care, advice, and support.
Contact us today to see how we might be of assistance to you!
Trevin Kent, CFP®, RICP®
CERTIFIED FINANCIAL PLANNER™
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...
Behavioral Finance Advisor BFA™ & Life Insurance Agent
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....
Client Support & Operations Manager