A complete list of active advisors currently associated with Central Coast Tax & Financial Services

Warmer can help you find a great advisor at Central Coast Tax & Financial Services or one who fits your needs even better.

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.

To learn more about the advisors currently working at Central Coast Tax & Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Garrett Sabin	Lompoc, CA	14

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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