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Team

At Central Coast Financial Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Robert S. Borish

CPA and Financial Advisor

805-466-7121

949-502-7932

Robert has a unique combination of experience in both public accounting and private industry (continues ...)

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Maria Dickerson

Bookeeper / Administrative Assistant

949-951-5002 ext104

949-502-7932

Maria Dickerson works closely with clients to keep their books organized and up to date and also handles the administrative tasks relating to the CPA and financial services business (continues ...)

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