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Find Top Financial Advisors in San Luis Obispo, California

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Qualified Financial Advisors in San Luis Obispo, California
Financial Advisor Office Location Phone Number
Kurt Jackson, CFP®,C(k)P®,AIF®,CRPS®
Central Coast Wealth Management
1104 Palm St,
San Luis Obispo, CA  93401
(805) 439-0371

Information on Qualified Financial Advisors in San Luis Obispo

Qualifications CRD# 2913769
FirmCRD# 8032
Series 7, 31, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee


Office Location 1104 Palm St,
San Luis Obispo,
CA 
93401
Phone Number (805) 4390371

In 2005, Kurt and his family found a home in Arroyo Grande where they established roots to become permanent members of the Central Coast. He has served as the HOA President of Varian Ranch and on the Board of Directors for the Foundation for the Performing Arts Center (FPAC) in San Luis Obispo. He was featured on the cover of the San Luis Obispo New Times in 2005 for installing a solar system on his current house; he had also done so on his previous house. Kurt was one of fewer than 40 financial advisors in the nation asked to be a Founding Lecturer at The Retirement Advisor University at UCLA Anderson School of Management Executive Education in 2010. He attained his CFP™ CERTIFIED FINANCIAL PLANNER(TM) certification in 2012, and went on to earn the C(k)P® Certified 401(k) Professional Designation in 2013. Anyone who knows Kurt well knows that he likes to find deals on things. He also uses this passion for deals to help clients with their investments, retirement planning and liabilities. Besides traveling, Kurt likes to spend time with his family and appreciate all that the Central Coast has to offer - including the local wines and open spaces.

About Central Coast Wealth Management

The professionals of Central Coast Wealth Management LLC provide independent, customized, financial solutions utilizing a boutique broker dealer (Commonwealth Financial Network.) to focus on high net worth individuals and businesses. We help clients in all stages of wealth management-accumulating, preserving, and transferring (creating a legacy) utilizing asset allocation strategies* *Asset allocation does not protect against loss of principal due to market fluctuations. It is a method used to help manage investment risk.



List of Additional Financial Advisors in or around San Luis Obispo, California
Financial Advisor Office Location Phone Number
Bryan Sullivan
Vellum Financial
1880 Santa Barbara Ave,
San Luis Obispo, CA  93401
(805) 546-1000
Jeff Johnson CFP, ChFC, CLU
The Planners Network Inc
1303 Grand Avenue #202,
Arroyo Grande, CA  93420
(805) 481-0430

Information on Additional Financial Advisors in or around San Luis Obispo, California

Bryan Sullivan

Vellum Financial

Qualifications CRD# 22209899
FirmCRD# 149909
Series 7, 9, 10, 31, 63, 65

Tel: (805) 5461000
1880 Santa Barbara Ave,
Suite 240,
San Luis Obispo,
CA 
93401


Jeff Johnson CFP, ChFC, CLU

The Planners Network Inc

Qualifications CRD# 135736
Series 7, 24, 63

Tel: (805) 4810430
1303 Grand Avenue #202,
Arroyo Grande,
CA 
93420


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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?