Reicker Pfau represented West Coast Financial, a financial advisory firm headquartered in Santa Barbara, in its sale to Cerity Partners, a nationally recognized full-service wealth management firm in the US. West Coast Financials’ approach to financial planning covers five core areas: investment planning, tax planning, retirement planning, estate planning, & risk management. They customize plans based on a client’s specific values, goals and financial realities.
“This partnership will enhance Cerity Partners’ financial planning and investment management capabilities across wealth transfer, retirement, tax and charitable planning, and further accelerate alternative investment offerings for clients in areas such as real estate. Following the close, West Coast Financial will operate under the Cerity Partners name”, said Cerity Partners in a recent article which can be found here.
The Reicker Pfau Team was led by Nicholas Behrman, Michael Pfau, and Jake Glicker.