SEC CRD #801-117737
Castle Coast Wealth | Private Wealth Counsel | La Jolla Hampstead Your trusted advisors for steady, long-term strategies. 858-546-1247 Client Center | Advisor Center Contact Us toggle menu Private Wealth Counsel for Business Owners, Retirees, and Families Personal guidance for the decisions wealth requires. Start a Conversation Who We Serve The Client Experience ← “ As a retired couple, it's very comforting to work with Castle Coast Wealth because we feel secure and know our financial house is in order. That's a blessing in our lives. Vince Susan — Retired Business Owners Time is the best test for all of us. We are thankful for partners like you — who have passed that test with integrity and excellence — and continue to provide us peace of mind. Robert Robin — Business Owners What's really comforting and what really helps me sleep at night is if something happens to me, my wife and kids would call Castle Coast, and I know they will be taken care of. It's peace of mind for me. Randy Nora — Retired Business Owners At 67, I have worked with countless professionals: doctors, engineers, contractors, architects, lawyers, CPAs, financial advisors, rocket scientists… and you guys are in that refined upper 1% of experts. Scott Jen — Business Owners Previously, we had a financial advisor who we trusted with investing our money, but that was the extent of his service. When we changed to Castle Coast Wealth, we raised our service to a much higher level — addressing our concern about leav
KENT KEISTER
CHIEF COMPLIANCE OFFICER
📞 (858) 546-1247
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AUM
$424M
Check Size
$1M–$1M
Location
LA JOLLA, CA
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