Your Advisory Team
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™
(831) 275-2680
Trevin serves our clients as a Certified Financial Planner™, utilizing his planning skills to benefit our clients and their financial plans. Trevin is extremely passionate about helping individuals develop and implement...
Bart Cutino
Behavioral Finance Advisor BFA™ & Life Insurance Agent
(831) 275-2680
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....