Steven A. Weintraub

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Consumer Services

Finance

Profile

Steven A. Weintraub has been working as an advisor at West Coast Financial LLC since 1988.

Companies	Position	End
West Coast Financial LLC West Coast Financial LLC Investment ManagersFinance WCF customizes plans based on a client’s specific values, goals and financial realities. They implement their clients’ plans by managing individual stocks and bonds as well as mutual funds and ETFs. The firm also manages other investments such as commercial real estate (including their own WCF Real Estate Funds), impact investing opportunities, venture capital, private equity, and others.	Portfolio Manager-Equities	01/04/2025

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Private companies	3
West Coast Financial LLC West Coast Financial LLC Investment ManagersFinance WCF customizes plans based on a client’s specific values, goals and financial realities. They implement their clients’ plans by managing individual stocks and bonds as well as mutual funds and ETFs. The firm also manages other investments such as commercial real estate (including their own WCF Real Estate Funds), impact investing opportunities, venture capital, private equity, and others.	Finance
Arizona State University Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
San Diego State University San Diego State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services