Coast to Coast Wealth Management

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Coast to Coast Wealth Management
Team photo for Coast to Coast Wealth Management

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Advisors

Advisor photo for River Coop

River Coop

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit River Coop's website
Advisor photo for Rod Oliva

Rod Oliva

CFP®, APMA®, AIF®

Private Wealth Advisor

Co-Founder of Coast to Coast Wealth Management
Visit Rod Oliva's website
Advisor photo for Jose Vicente Jr

Jose Vicente Jr

CFP®, AIF®

Private Wealth Advisor

Business Financial Advisor
Visit Jose Vicente Jr's website
Advisor photo for Frank Tirado

Frank Tirado

Financial Advisor

Investment Manager
Visit Frank Tirado's website
Advisor photo for Gabriel Yanez

Gabriel Yanez

Financial Advisor

Visit Gabriel Yanez's website


Team

Elizabeth Mandel

Elizabeth Mandel

Client Service Coordinator