West Coast Financial
James Weimer, CFP®, has a diverse background in financial services and management, currently serving as an Associate and Financial Planning Analyst at West Coast Financial since May 2016. Prior experience includes roles as an Independent Insurance Agent at J.W. Term Life and a Financial Associate at Cetera Advisor Networks LLC, where emphasis was placed on financial education for the Santa Barbara community. Additionally, James acted as Business Manager for the Potter's Clay Student Organization at Westmont College, overseeing financial operations to support community-building efforts in Ensenada, Mexico. Educational credentials include a Bachelor's Degree in Economics/Business from Westmont College and an Associate of Arts in Business Administration from Foothill 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.