Coast to Coast Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Rodrigo Oliva, Private Wealth Advisor serving the Carlsbad, CA area - Ameriprise Advisors

Rodrigo Oliva

CFP®, APMA®, AIF®

Private Wealth Advisor

Managing Partner of Coast to Coast Wealth Management
Visit Rodrigo Oliva's website
Jose Vicente Jr, Financial Advisor serving the Carlsbad, CA area - Ameriprise Advisors

Jose Vicente Jr

CFP®, AIF®

Financial Advisor

Business Financial Advisor
Visit Jose Vicente Jr's website
Frank Tirado, Financial Advisor serving the Carlsbad, CA area - Ameriprise Advisors

Frank Tirado

Financial Advisor

Investment Manager
Visit Frank Tirado's website
River Coop, Financial Advisor serving the Carlsbad, CA area - Ameriprise Advisors

River Coop

Financial Advisor

Financial Planning Specialist
Visit River Coop's website