West Coast Financial
Jen Shinn is a seasoned professional with extensive experience in operations and coaching. Since June 2016, Jen has served as the Director of Operations at West Coast Financial, a firm dedicated to enhancing individuals' lives through comprehensive financial services. Prior to this role, Jen was a Partner at Pivot Independent Financial and held the position of Director of Information Systems at MedBridge Development, overseeing technology initiatives. Jen also gained experience as a certified Money Life Coach at Finicity/Crown, where financial principles were taught using envelope budgeting methods. In the realm of athletics, Jen demonstrated strong leadership as the Southern California Director of College Ministries for the Fellowship of Christian Athletes and held various coaching roles at prominent universities, including North Carolina State University, San Diego State University, and Penn State University. Jen earned a Bachelor of Science in Education with a focus on Physical Education from Taylor University.
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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.