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.


Ronald McDonald House Charities receives grant from RBC

For the fourth consecutive year, Ronald McDonald House charities of Southern Arizona (RMHCSA) is the beneficiary of a generous grant from the RBC Foundation. "On behalf of RBC Wealth Management, we are proud of the many years of support and partnership of RMHCSA. They provide vital services and are a jewel in our community", Richard Schaefer, Senior Vice President - Branch Director, RBC Wealth Management -Tucson.

In 2020, the Ronald McDonald House was closed for five months because of the pandemic. The funding from RBC helped cover the cost of putting families with very sick children in local hotels. Richard presenting the check to Kate Maguire Jensen, President & CEO, Ronald McDonald House Charities.

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody’s Aa22 and A23/stable4
  • Standard & Poor’s AA-2 and A3/stable4
  • Fitch Ratings AA+2 and AA3/negative4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Proud to work with nationally recognized teammates

At the Coast to Coast Financial Advisors, we are very proud that Financial Advisors, Vance Falbaum and Aaron Crowley have received prestigious industry awards. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well. Congratulations, Vance and Aaron!

  • Vance Falbaum - 2019 Forbes/SHOOK Best-In-State Wealth Advisor list
  • Aaron Crowley - 2017, 2018, 2019 Forbes/SHOOK Next Generation Wealth Advisor

 

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.

Meet our team

Learn more about The Coast to Coast Financial Advisors.


 

Bulletin board

Emerging markets: A ripe climate

With safe and effective vaccines starting to emerge and the U.S. dollar notably weak, we look at the potential benefits of emerging market equities and bonds, particularly in Asia.  Read the full economic outlook in the latest edition of Global Insight.

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.