Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Our advisors

Advisor photo for Rod Oliva

Rod Oliva

CFP®, APMA®, AIF®

Private Wealth Advisor

Managing Partner of Coast to Coast Wealth Management
Learn more about Rod Oliva Visit Rod Oliva's website
Advisor photo for Jose Vicente Jr

Jose Vicente Jr

CFP®, AIF®

Private Wealth Advisor

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

Frank Tirado

Financial Advisor

Investment Manager
Learn more about Frank Tirado Visit Frank Tirado's website
Advisor photo for River Coop

River Coop

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about River Coop Visit River Coop's website


Our team

Elizabeth Mandel

Elizabeth Mandel

Client Service Coordinator