West Coast Financial
David Gore is a seasoned financial professional with extensive experience in portfolio management and financial planning. Currently serving as a Senior Portfolio Manager, Partner, WCF Ambassador, Advisor's Advisor, and Financial Advisor at West Coast Financial since January 2011, David has developed a robust skill set in the financial industry. Prior to this, David was the Principal and Financial Planner at David C. Gore, CFA from May 1985 to December 2010 and held managerial roles in regulatory affairs and quality assurance at Mentor Worldwide LLC, American Heyer-Schulte Company, and American Pharmaseal Laboratories from 1978 to 1985. David's educational background includes a Master of Science in Financial Planning from the College for Financial Planning and a Bachelor of Science in Chemistry from Harvey Mudd College.
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West Coast Financial
WHAT WE DO WCF serves the financial needs of individuals, families, trusts and businesses. We craft plans that evolve with you because we understand that each stage of an individual’s or organization’s life brings new financial risks and opportunities. WHY WE'RE UNIQUE Each of WCF’s services is centered on a single guiding objective: to help people live a better and more fulfilled life. We are confident yet humble, and are authentically dedicated to helping people. We’re not for everybody. But for those who belong here, we’re perfect. HISTORY OF THE FIRM Our firm was established over 35 years ago in Santa Barbara, California. In that time, we’ve evolved from a boutique shop that served a small number of clients to a company of more than 30 employees with more than 700 clients across the country.