Oceanside

With over a decade of experience in the financial services industry, Alex Neufeld helps clients and members understand how the decisions they make today impact what happens down the road...

Tamara joined Coastal Community Private Wealth Group after seven years focusing on Financial Planning and Protection solutions in the financial industry. She found that our organizational values...

Lindsey is passionate about helping you start saving for what matters to you. With over 16 years of experience working with some of the top national investment...