Gold Coast Financial Group

Dana Point, CA Company Opening
(949) 545-6500
(949) 545-6500
34052 La Plz Ste 206, Dana Point, CA 92629

34052 La Plz Ste 206, Dana Point, CA 92629

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Photo of Gold Coast Financial Group
Photo of Gold Coast Financial Group
Photo of Gold Coast Financial Group

About the Business

Gold Coast Financial Group is a comprehensive financial firm providing estate planning, asset management, and insurance protection solutions. Our team of knowledgeable professionals are dedicated to helping clients manage their financial universe and achieve their goals. We offer personalized advice, tailored to each individual’s circumstances and objectives.

Our team has decades of experience in the financial industry, allowing us to provide top-notch services with a competitive edge. Our advisors stay current on the latest industry trends and utilize sophisticated tools to deliver comprehensive and cost-effective solutions. We take pride in our commitment to excellence and strive to ensure the highest level of satisfaction for our clients.

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Publisher Info

  • Working in the financial services industry since the mid-90's, the industry was segmented and often failed to put the clients first. We built Gold Coast to provide a "best practices" wealth management firm to the south Orange County area. Our objective was to deliver all the aspects of a family office and private client service in one location. We offer comprehensive wealth management, which includes asset management, estate planning, insurance, and an in-house CPA.
  • (949) 545-6500
  • 34052 La Plz Ste 206, Dana Point, CA 92629
  • Visit Website

Opening Time

  • Mon
    8:00 AM - 5:00 PM
  • Tue
    8:00 AM - 5:00 PM
  • Wed
    8:00 AM - 5:00 PM
  • Thu
    8:00 AM - 5:00 PM
  • Fri
    8:00 AM - 5:00 PM
  • Sat
    Closed
  • Sun
    Closed
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