As a client of Gold Coast Wealth Advisors, the Investment Management Division of Gold Coast Financial Group, your investment portfolio is structured and managed by a team of investment professionals.
Your direct contact and account representation for all investment related conversations is Scott Brooks and his staff at Gold Coast.
When it comes to designing and managing your investment portfolio, Scott collaborates with a committee of investment specialists affiliated with Claraphi Advisory Network.
GOLD COAST WEALTH ADVISORS
Scott S. Brooks Gold Coast Financial Group Managing Partner Chief Investment Officer
Scott is your wealth manager, investment adviser representative, financial advisor, consultant, and coach. He is your point of contact to discuss, plan, strategize and design your investment portfolio with the intention to grow your net worth, retire one day, or stay retired and sleep at night! Scott is a graduate of the University of California, Irvine (B.A. Economics and Minor in Business Management, 1996) and a local graduate of San Clemente High School (1992). He is… READ MORE
Julie B. Mains, ESQ Gold Coast Financial Group Managing Partner Legal Counsel
Julie is partnered with Scott for the ancillary aspects of your wealth management. Beyond the investments, your wealth management also includes wealth enhancement (tax mitigation), effective wealth transfer, wealth protection, and potential charitable giving. With Julie’s estate planning expertise, her role in establishing the best account types and protection for your situation could be more important than the investment portfolio. Julie is a graduate of the University of California, Los Angeles (B.A. Political Science 1991) and received her Juris Doctorate, cum laude from the Loyola University Chicago School of Law in 1996. She was admitted to practice law in the State of Illinois in 1996 and the State of California in 1997. READ MORE
Gold Coast acts as solicitors and portfolio managers for Claraphi Advisory Network. ClaraPHI is one of the few truly independent Registered Investment Adviser (RIA). For more information, please visit www.ClaraphiClients.com
Claraphi Advisory Networks is not affiliated with Gold Coast Financial Group, Newbridge Corporation or Newbridge Financial Services Group.