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Welcome to Castle Coast Wealth, LLC


A Comprehensive Wealth Management Firm

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

Long-time clients & retired business owners
Randy Nora – White
As a retired couple, it’s very comforting to work with a company like this because we feel secure and know our financial house is in order. That’s a blessing in our lives. We live a very happy, stress-free, fun life. And a lot of that is because of the Castle Coast team.
Vince & Susan

Retired business owners and long-time clients
Vince Susan – Blue
At 67, I have worked with countless professionals: doctors, engineers, contractors, architects, lawyers, CPA’s, financial advisors, rocket scientists…and you guys are in that refined upper 1% of experts. You are there. The best! Thank you for all that you do.
Scott & Jen

Local business owners and long-time clients
Scott & Jen – White
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 leaving a meaningful legacy to our children, consolidating every aspect of our estate into one place, and providing the ultimate in personalized service.
Gary & Julie

Retired Educators of a combined 80 years
Gary & Julie – Blue
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

Long-time clients & local business owners
Robert Robin – White
They are a finance company that has really set itself apart from many of the firms I’ve ever spoken with. The most important thing about Castle Coast is that they give us a strong sense of peace of mind.
Scott & Cassandra

Long-time clients & retired business ownerss
Scott Cassandra – Blue

About Castle Coast Wealth, LLC · La Jolla, CA

Guidance Built for the Long Term

Wealth brings opportunity and complexity. As financial lives become more sophisticated, sound decisions require clarity and perspective.

Castle Coast Wealth provides thoughtful, fiduciary guidance to individuals and families through comprehensive wealth management and financial planning. We help clients navigate complex financial transitions — career changes, business exits, inheritance, and retirement — while managing wealth in support of long-term priorities across generations.

Guided by Christian principles, we are committed to treating our clients with integrity, respect, and care — placing their interests first and honoring the trust they place in us.

Why Castle Coast

Built Different.

Independent & Fiduciary

We don’t work for a bank with product agendas. We work for you. You can be assured we put your interest first — always.
100%

Of advice in your interest

Fee-Only — No Hidden Incentives

No investment commissions. No proprietary products. No revenue-sharing. You’ll always know exactly what you’re paying and why.
$0

Investment commissions earned

Depth Over Volume

We work with a limited number of families by design. That means you get our team’s direct attention — not a call center, not a junior associate, not an automated message.
Selective

Families served

Let’s Talk

Your Financial Peace of Mind.

It’s What We Do.

We work with a limited number of families to ensure depth of service and continuity of advice.

When it’s time to bring your full financial picture into focus, we’re here to help.

858-546-1247
·
Plan@CastleCoastWealth.com

Monday – Friday · 9am – 5pm PT

Call

858‑546‑1247

Email

plan@castlecoastwealth.com

Visit

4225 Executive Square
Suite 1030

La Jolla, CA 92037

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Relationship Summary.


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© 2026 Castle Coast Wealth, LLC

Castle Coast Wealth, LLC is an SEC Registered Investment Adviser. However, such registration does not imply a certain level of skill or training, and no inference to the contrary should be made.

Testimonials were provided by current clients of CCW. Clients who provided testimonials were not compensated for doing so. There are no arrangements between CCW and the clients who provided testimonials that have created a conflict of interest. The testimonials provided represent each client’s individual experience with CCW and may not reflect all client experiences.

Castle Coast Wealth, LLC (“CCW”) is proud to be included on the “Best Financial Advisory Firms” 2026 list by USA Today and Statista. USA TODAY has partnered with market research firm Statista to create its fourth annual “Best Financial Advisory Firms” list, which ranks the top 1,000 RIAs in the U.S. To determine this ranking, USA Today and Statista reviewed firms’ assets under management (AUM) over short- and long-term periods, as well as the number of recommendations they received from both clients and peers. The survey was directed at clients of RIA firms, employees of RIA firms, and industry experts who are neither clients nor employees of RIA firms. The recommendations for each RIA firm were summarized and evaluated anonymously. CCW did not pay to participate in this survey, nor did CCW pay to be listed. CCW did provide compensation for the use of the logo and other promotional materials associated with this rating. Statista has recognized CCW as the #1 in its category, which includes all RIAs in the La Jolla zip code with under $500M in AUM. For more information, please visit: Statista’s website

This website is provided solely for informational purposes and is not intended as and should not be considered, investment or financial advice or a recommendation to buy or sell any securities. No investment and/or financial planning decision should be made based solely on the information contained in this bulletin. The opinions referenced herein are as of the date of publication and are subject to change without notice. Investing in securities involves risk, including the possibility of loss of principal capital. Different types of investments involve varying degrees of risk.

Advisory services are only offered to clients or prospective clients where Castle Coast Wealth LLC and its representatives are properly licensed or exempt from licensure. A copy of Castle Coast Wealth LLC’s current written disclosure documents discussing our services, fees, and other important information is available upon request or at www.adviserinfo.sec.gov.

Under “Client Center” we provide links to our client portal and to the Charles Schwab portal. These are provided as a courtesy only. Charles Schwab serves as custodian to some of our clients and is unaffiliated with Castle Coast Wealth LLC. Charles Schwab does not endorse or recommend any adviser and the access provided to their portal by us does not represent their endorsement of us.

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