West Coast Financial
Kristen Koch, CFP®, currently serves as a Partner at West Coast Financial since June 2016, where the comprehensive services focus on planning, management, and consultation to enhance clients' lives. Prior to this role, Kristen was a Founding Partner at Pivot Independent Financial from August 2006 to June 2016 and worked as an Independent Financial Advisor at Tremblay Financial from March 2002 to August 2006. Kristen's career also includes experience as an Assistant Women's Basketball Coach at UC Santa Barbara from July 2000 to September 2001. Kristen earned a Bachelor of Science in Management from the A.B. Freeman School of Business at Tulane University between 1996 and 1999.
This person is not in the org chart
This person is not in any teams
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.