Kurt E. Eakin,  CFP<sup>&reg;</sup> - Financial Advisor

Kurt E. Eakin, CFP®

Coastal Life Wealth Management

3914 Murphy Canyon Rd, Suite A100
San Diego, CA 92123
FINANCIAL ADVISOR'S WEBSITE
(858) 496-7782

General

Kurt Eakin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Coastal Life Wealth Management in San Diego, CA and the surrounding communities.

Financial Advisor Overview

At Coastal Life Wealth Management we believe everyone should be entitled to high quality financial advice and planning regardless of their economic and financial situations. Many people believe that wealth management is for the ultra wealthy, but we believe that everyone can benefit from having a proper plan in place. For the last 15 years we have provided the highest level of customer service while helping to guide our clients through some of the most challenging economic times in decades. Call today to set up a free consultation.

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Financial Advisor Experience

We have worked with a broad range of income levels and age groups for the last 15 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Investment Fiduciary (AIF)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of CA, GA, MA, MO, MT, NC, NV, OR, UT, VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources