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

Advisor photo for Richard Fogg

Richard Fogg

CFP®, CLTC®, CDFA®

Private Wealth Advisor

Founder of Pacific Coast Private Wealth
Learn more about Richard Fogg Visit Richard Fogg's website
Advisor photo for Radia Hunter

Radia Hunter

CFP®, CLTC®, CDFA®

Private Wealth Advisor

Chief Executive Officer of Pacific Coast Private Wealth
Learn more about Radia Hunter Visit Radia Hunter's website
Advisor photo for Dennis Kreiner

Dennis Kreiner

CFP®

Financial Advisor

Learn more about Dennis Kreiner Visit Dennis Kreiner's website


Our team

Alyssa Bardzilowski

Alyssa Bardzilowski

Marketing Specialist,

Client Service Specialist
Kristen Wise

Kristen Wise

Paraplanner

Nancy Pujara

Nancy Pujara

Financial Planning Analyst

Akul Wadhawan

Akul Wadhawan

Client Service Specialist