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



Our advisors

Rodrigo Oliva

CFP®, APMA

Private Wealth Advisor

Managing Partner of Coast to Coast Wealth Management
Learn more about Rodrigo Oliva Visit Rodrigo Oliva's website

Jose Vicente Jr

CFP®, AIF®

Financial Advisor

Business Financial Advisor
Learn more about Jose Vicente Jr Visit Jose Vicente Jr's website

Frank Tirado

Financial Advisor

Investment Manager
Learn more about Frank Tirado Visit Frank Tirado's website

Gabriel Yanez

APMA

Financial Advisor

Learn more about Gabriel Yanez Visit Gabriel Yanez's website

River Coop

CFP®, CMFA®

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