Cerity Partners Welcomes West Coast Financial

The addition of West Coast Financial expands the firm's service offerings that cater to private clientele in Southern California.

NEW YORK, April 1, 2025 /PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it is merging with West Coast Financial, a financial advisory firm headquartered in Santa Barbara. This partnership will enhance Cerity Partners' financial planning and investment management capabilities across wealth transfer, retirement, tax and charitable planning, and further accelerate alternative investment offerings for clients in areas such as real estate. Following the close, West Coast Financial will operate under the Cerity Partners name.

"The West Coast Financial team brings a wealth of experience and a client-first mindset that aligns perfectly with our values," said Claire O'Keefe, Head of Partner Development at Cerity Partners. "By combining our resources and expertise, we are better positioned to meet the evolving needs of clients across Southern California and beyond."

"For over four decades, we've remained steadfast in our mission of helping clients gain confidence and control of their financial lives by not only focusing on what they're invested in, but what they're investing for," said Steven Weintraub, the Managing Partner of West Coast Financial. "Merging with Cerity Partners will allow us to continue building on our mission, while providing clients with expanded access to financial solutions and strategies to bring their money and life into sync. We are grateful to our team and our community for their long-time support and remain committed to both."

Houlihan Lokey, led by Dan Erichson, Managing Director, and Matt Kempler, Director, served as the exclusive financial advisor to West Coast Financial, and Reicker, Pfau, Pyle & McRoy LLP provided legal counsel.

About Cerity Partners

Founded in 2009, Cerity Partners is a nationally recognized full-service wealth management firm serving high and ultra-high-net-worth individuals and their families, businesses and their leadership teams, and nonprofit organizations. Visit ceritypartners.com to learn more.

About West Coast Financial

West Coast Financial was established over 40 years ago in Santa Barbara, California, serving the financial needs of individuals, families, trusts and businesses. They offer a comprehensive range of financial services including financial planning, wealth management, and investment consultation.

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SOURCE Cerity Partners