Pacific Coast Financial Planning Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Richard Fogg

Richard Fogg

CFP®, CLTC®

Private Wealth Advisor

President of Pacific Coast Financial Planning Group
Visit Richard Fogg's website
Radia Hunter

Radia Hunter

CFP®, CLTC®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Radia Hunter's website

Kristen S Wise

Financial Advisor

Visit Kristen S Wise's website

Team

Sharon Hubbs

Sharon Hubbs

Executive Assistant,

Client Service Coordinator
Peyton Witcher

Peyton Witcher

Paraplanner