Let us help you grow more than wealth

Mission statement

To be our client’s most trusted advisor and comprehensive resource that transcends investing and encompasses their goals - for their lifetime and for generations to come.

Coast to Coast Financial Advisors go beyond investment performance. We help our high-net worth clients, their families, institutions and organizations (both for profit and not-for-profit) achieve their definition of financial success. We accomplish this by providing the four essential building blocks of wealth management:
  We thoughtfully advise and expertly manage with proficiency over $800 million in assets for our valued clients living coast to coast.

Wealth Management encompasses an array of financial wants and needs. Rather than trying to make sense of advice from a series of professionals, high net worth individuals benefit most from a holistic approach in which an advisory team coordinates all the services needed to bring together a wealth management plan for their own and their family's current and future needs.

Women's Foundation of Southern Arizona Luncheon

Coast to Coast Financial Advisors proudly served as this year’s Title Sponsor at the 26th Annual Women’s Foundation of Southern Arizona Luncheon held at the Tucson Convention Center on April 24th, 2019. Known as Arizona’s largest luncheon event each year with attendance by more than 1,100, the Luncheon provides networking and a celebration of women’s leadership and philanthropy to members of our business community.

We were honored to have Kristen Kimmell, Chief of Staff at RBC Wealth Management, as our Keynote speaker.

Congratulations to our team members and 2019 Luncheon Co-Chairs, Linda and Shelly, on their successful event raising a record $415,000 for women and girls in southern Arizona.

Vance Falbaum named the 2019 Forbes/SHOOK Best-In-State Wealth Advisor

At the Coast to Coast Financial Advisors, we are very proud that financial advisor Vance Falbaum was named to the 2019 Forbes/SHOOK Best-In-State Wealth Advisor list. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well.

Congratulations, Vance!

Marketing & Education luncheon

Janet Engels, Head, Portfolio Advisory Group at RBC Wealth Management was our distinguished guest speaker on Wednesday, January 16th, 2019 at the Arizona Inn.

Richard Schaefer receives RBC Global Citizen Award

Richard Schaefer has been named a recipient of the 2017 RBC Global Citizen Award. Learn more about the honor.

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

Europe: Green shoots wilt

Tariff disputes, Brexit uncertainty, and political tensions are casting shadows over the green shoots of Europe’s anticipated economic recovery. We provide an investment-focused overview and discuss our decision to downgrade European equities. Read the full economic outlook in the latest edition of Global Insight.

Let's take the next step together

Thank you for visiting our new website; we hope you found the information useful and informative. We welcome you to experience the Coast to Coast Financial Advisors difference yourself. Please give us a call or email us so we may talk further.