Central Coast Tax & Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Central Coast Tax & Financial Services provides customized investment advisory services to individual clients, constructing portfolios with a stated emphasis on dividend income and capital appreciation through individual equities, and supplementing holdings with exchange-traded funds and corporate and government bonds. Advisory work is tailored to client goals, risk tolerance, and time horizon, and the firm does not participate in wrap fee programs.
The firm describes a trade allocation process that is completed prior to entering aggregated orders and will aggregate purchases for multiple client accounts when appropriate, with allocation rules and prorata treatment for partial fills. It routinely recommends Charles Schwab as its preferred broker-dealer for trading and account pricing (citing low account minimums), discloses that it receives no soft-dollar benefits or third-party broker referrals, and maintains a policy against principal or agency cross transactions.
A noteworthy detail in the brochure is that the firm reported $0 in assets under management and indicated no clients as of November 23, 2022, which is uncommon among peer independent advisers. The firm also makes its Brochure and Code of Ethics available on request and describes continuous account monitoring with supervisory reviews conducted quarterly.
Client services
Expertise
Fee options
Main office
1010 N. H Street
Lompoc CA 93436
Advisors at this office
1
Most active in
California
Also doing business as
Central Coast Tax & Financial Services · Sabin, Garrett Loren
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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