West Coast Financial Wealth Management, Inc.

CONNECT

Address:

410 12th Street, Suite 325,
Oakland, CA 94607

Phone:

510-869-9990

Fax/Other:

510-869-9994

                                               Our Team

As a "one stop" financial services firm, we proudly present our certified team members who welcome you to the family!

                                                                                                                            

   
 

Joseph Karni

Investment Advisor

 

     

 

 
  Office Team  
  

Victoria  

   Portfolio Analyst  

 

Janet

   Marketing Specialist

 

 

 

 

Professional Team

 

Sarah Summerall

Estate & Living

Trust Attorney

                 Jim Larson

                 Loan Officer

 Michael Ferguson    

CPA

     

    

          

 

 

 

                                                      

 

                                                    

                                                                                                           

                                                                               

 

 

                                                    

                                                                    

                                       

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck