Laura C.
8/28/2020
I have worked with Kurt for the past 2 years and found him to be extremely knowledgeable and competent. He was hired by our local company in San Luis Obispo to oversee our 401k plan, and once I...
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Central Coast Wealth Management is a financial services firm based in San Luis Obispo, CA, specializing in helping clients manage and grow their wealth.
With a focus on personalized financial planning and investment strategies, the firm aims to provide tailored solutions to meet the unique needs and goals of each individual or family.
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I have worked with Kurt for the past 2 years and found him to be extremely knowledgeable and competent. He was hired by our local company in San Luis Obispo to oversee our 401k plan, and once I...
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