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Welcome to Coastal Life Wealth Management
We believe financial health is a cornerstone of a fulfilling life.
For more than 25 years, we have sat across the table from families, business owners, and individuals — listening first, guiding second. We believe true wealth is about more than numbers. It’s about balance, confidence, and the freedom to live your life fully.
Our role is to be a steady partner at every stage, celebrating milestones, helping navigate challenges, and ensuring your financial future reflects the life you want to lead.
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Build your savings and investments with a plan designed around your goals.
Create the freedom to live the way you want, with smart, tax-wise strategies.
Ensure what you’ve built is passed on with clarity and care.
Prepare for life’s “what-ifs” with safeguards that keep you and your family secure.
Strategies to keep more of what you earn, today and tomorrow.
A lifetime of support.
One team by your side.
Growth
From saving for a home to building your career, smart & early planning makes growth feel effortless.
Responsibility
Building relationships. Creating a home. Protecting what matters.
Building Wealth
Now it’s time to make your money work harder. Smarter investments, clearer goals. :)
Pre-retirement
Retirement comes faster than you think. We help you prepare.
Retirement & Legacy
It’s not about slowing down. It’s about freedom, security, and passing on what you’ve built.
Financial insight
to get you started.
No Place Like Home: Pain Points in the Housing Market and the Path Ahead
A home is more than a place to live. It’s where we make memories, form community connections and grow families. According to Pew Research, home equity accounted for a median of 45% of homeowners’ net worth in 2021.If you’ve driven past half-finished subdivisions or watched apartment buildings rise in your neighborhood, you might assume that the housing market is on a roll. In reality, housing has been one of the weakest areas of the economy for some time — stuck in a rut characterized by a low supply of homes for sale and tepid demand tied to affordability challenges.
AI’s Impact on Q2 Earnings
This quarter’s earnings results are in—and they’re sending a powerful message. In this week’s Money with Murphy, Kara breaks down one of the strongest earnings seasons in recent years and unpacks how artificial intelligence is reshaping more than just the tech sector, the AI ripple effects are reaching deep into industrials and beyond. Kara also explores what rising guidance and shifting corporate investments say about the future—and whether we’re witnessing the early stages of a new economic revolution.
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Contact Us
Call: (858) 496-7782
Coastal Life Wealth Management
9275 Sky Park Court, Suite 190
San Diego, CA 92123
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Coastal Life Wealth Management is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advice.
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Form CRS:
Client Relationship Summary
