WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Santa Maria, California. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Santa Maria, California|
|Financial Advisor||Office Location||Phone Number|
Central Coast Wealth Management
1104 Palm St,
San Luis Obispo, CA 93401
Series 7, 31, 63, 65
Fee-Based, Based on Assets, Commissions, Flat Fee
1104 Palm St,
San Luis Obispo,
CA 93401 Phone Number 805-439-0371
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 has also been quoted in several industry publications. 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 CERTIFIED FINANCIAL PLANNERTM certification in 2012 and the Certified 401(k) Professional (C(k)P®) designation in 2013. Kurt uses his passion for finding 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 offerincluding the local wines and open spaces. Through Commonwealth Financial Network®, Kurt maintains the following FINRA securities registrations: Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), and 65 (Uniform Investment Adviser Law Exam). Kurt Jackson is proud to have been recognized as a President's Club advisor for 2017 a distinction based on annual production attained by 15 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the Registered Investment Adviser broker/dealer that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
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.
* Additional advisor listing is provided in partnership with Yext
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
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.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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?