Business Details
Your Trusted Partner for Total Wealth Management
Gold Coast Financial Group is a comprehensive wealth management firm dedicated to delivering integrated financial solutions. With a team of specialists including financial advisors, an estate planning attorney, insurance experts, and CPAs, we provide holistic services spanning investment management, estate planning, tax strategies, and alternative investments. Our endowment-style portfolio approach combines traditional and non-correlated assets to optimize returns while mitigating risk. We prioritize personalized service through a consultative process that addresses wealth enhancement, transfer, and protection.Our institutional-quality strategies are designed for individuals, families, and businesses seeking long-term financial security. Backed by FINRA/SIPC-registered broker-dealer relationships and SEC-registered advisory services, we maintain rigorous compliance standards. The firm's aggregation platform offers clients real-time net worth tracking across all financial accounts. With over two decades of combined experience, our team focuses on building enduring client relationships grounded in trust and transparency.
Services
Estate Planning
Wealth Management
Tax Strategies
Insurance Solutions
Alternative Investments
Highlights and features
- We offer endowment-style portfolio construction with alternative investments
- Our team includes a certified public accountant and estate planning attorney
- We implement institutional-quality investment strategies for individual investors
- We provide integrated wealth transfer and tax mitigation solutions
- Our aggregation platform offers real-time net worth tracking across all accounts
Associations and certifications
- FINRA
- SIPC
- SEC Registered Investment Adviser
Services
Estate Planning
Our estate planning services protect your assets and ensure proper wealth transfer through customized wills, trusts, and advanced directives. We specialize in complex estate structures that minimize tax liabilities while preserving family wealth. Our attorney-led approach combines legal expertise with financial planning to create comprehensive succession strategies.
Wealth Management
We design personalized investment portfolios using traditional and alternative assets to meet specific financial goals. Our endowment-style approach incorporates institutional strategies like private equity, real estate, and hedged investments to optimize risk-adjusted returns for long-term growth.
Tax Strategies
Our tax mitigation solutions include 1031 exchanges, conservation easements, and deferred sales trusts to legally reduce tax burdens. We develop customized strategies that integrate with overall wealth management plans to maximize after-tax returns and preserve capital.
Insurance Solutions
We provide comprehensive risk management through life insurance, long-term care policies, and annuities that protect against financial vulnerabilities. Our solutions focus on asset protection, income preservation, and creating multi-generational wealth transfer mechanisms.
Alternative Investments
Our alternative investment platform offers access to non-correlated assets like real estate, private debt, and direct investments. These opportunities provide portfolio diversification, reduced market volatility, and potential for enhanced returns through specialized investment vehicles.
People
Julie B. Mains
Managing Partner Attorney
Julie Mains is an estate planning attorney and managing partner with extensive experience in legal and financial planning. She specializes in creating comprehensive estate solutions that protect client assets and facilitate efficient wealth transfer.
Scott Brooks
Chief Investment Officer
Scott Brooks leads investment strategy as Chief Investment Officer, utilizing endowment-style portfolio construction with alternative assets. He has over 20 years of experience designing institutional-quality investment solutions for high-net-worth clients.
Monique Lozano
Operations Manager
Monique Lozano manages daily operations and client services, ensuring seamless delivery of financial solutions. With 15 years in wealth management operations, she specializes in client relationship coordination and service execution.
Jeela Fakhriravari
General Reception & MLO
Jeela Fakhriravari handles client correspondence and legal documentation as General Receptionist and Mortgage Loan Officer. She supports both financial and legal operations with attention to client communication and document accuracy.
Amber Kettunen
Executive Operations Assistant
Amber Kettunen provides operational support with expertise in client scheduling and investment reporting. She ensures efficient delivery of financial services through organized client management and administrative oversight.
Questions
What financial services does Gold Coast Financial Group offer?
We provide comprehensive wealth management including estate planning, investment management, tax strategies, insurance solutions, and alternative investments through our integrated financial services platform.
How does your estate planning process work?
Our attorney-led estate planning combines legal documents like wills and trusts with financial strategies to protect assets and ensure proper wealth transfer according to client wishes.
What makes your investment approach different?
We use endowment-style portfolio construction with alternative investments that emulate strategies employed by major institutions and family offices for diversified, risk-managed growth.
Do you work with out-of-state clients?
While based in California, we serve clients nationwide through our digital platform and registered investment advisory services available across state lines.
How do you handle tax optimization strategies?
Our tax mitigation solutions include 1031 exchanges, conservation easements, and deferred sales trusts that legally reduce tax liabilities while integrating with overall wealth management plans.
What alternative investment options are available?
We offer access to non-correlated assets including real estate, private equity, direct investments, and specialized funds that provide portfolio diversification and reduced market volatility.
