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 together to serve your goals and help you meet your financial future with more confidence.

Team photo for Coast to Coast Wealth Management

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Advisors

Frank Tirado

Financial Advisor

Investment Manager
Visit Frank Tirado's website

Jose Vicente Jr

CFP®, AIF®

Private Wealth Advisor

Business Financial Advisor
Visit Jose Vicente Jr's website

Rodrigo Oliva

CFP®, APMA, AIF®

Private Wealth Advisor

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

River Coop

CFP®, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit River Coop's website


Team

Elizabeth Mandel

Elizabeth Mandel

Client Service Coordinator