The Team

Coast to Coast Wealth Management

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Rodrigo Oliva

Rodrigo Oliva

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Science, Accounting, Rutgers University, Newark, NJ
CA Insurance #0D27906

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Jose Vicente Jr

Jose Vicente Jr

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Saving for Education

Education

Seton Hall University - B.S. in Business Administration
CA Insurance #0J05653

VISIT MY WEBSITE

Andrew Hathaway

Andrew Hathaway

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Divorce Financial Planning
  • Investments
  • Retirement Plan Distribution

Education

BBA - Finance, University of Michigan Ross School of Business, Ann Arbor, MI
CA Insurance #0E97082

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John Manseau

John Manseau

Financial Advisor

More about me...

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

B.A. in Marketing, New Mexico State University, Las Cruces, New Mexico
CA Insurance #0M74136

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Our Staff

Norma Tapia

Norma Tapia

Client Relationship Manager