Your trusted advisors for steady, long-term strategies.

858-546-1247
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We are located in La Jolla’s University Town Center between I-5 and I-805, near the corner of La Jolla Village Drive and Genesee Avenue.

From I-5, exit La Jolla Village Drive and proceed east; or from I-805, exit La Jolla Village Drive and proceed west. Turn north on Genesee Avenue, proceed ½ block, then turn left onto Executive Square.

Our offices are located in the second high-rise on the left (La Jolla Executive Tower), on the tenth floor, Suite 1030.

Complimentary parking is available in the parking structure to the right, which is connected to the La Jolla Executive Tower by a pedestrian bridge. Visitor parking is available in any unmarked space, and handicapped parking is available and clearly marked.

  • Call us

    Feel free to call us on 858-546-1247,
    Monday - Friday, 9am - 5pm

  • Email us

    Reach us via email at plan@castlecoastwealth.com,
    and we’ll get back soon.

  • Visit us

    4225 Executive Sq
    Ste 1030,
    La Jolla, CA 92037

Send us a Message; Use the form below to send us a message and we will get in touch with you shortly. Please do not include any sensitive financial information in your transmission.

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    Call us

    Reach us via phone at
    858-546-1247
    Monday - Friday, 9am - 5pm

    Email us

    Reach us via email at
    plan@castlecoastwealth.com,
    and we’ll get back soon.

    Visit Us

    4225 Executive Sq
    Ste 1030,
    La Jolla, CA 92037

    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.

    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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