top of page
OUR PEOPLE
The Minds at West Coast Wealth
Anil Pawar
Financial Advisor
Face of the company, managing wealth and creating portfolio
Terri Fuhrmann
Manager - Administration
Handling Customer Interactions and Admin work
Gordon Seth
Paraplanner
Managing research and SOA creation
Karan Pawar
Assistant - Administration
Website maintanence and Admin Work
ABOUT US
RELATIONSHIP FOCUSED
Our team consists of a Principal Senior Financial Adviser, Financial Adviser and Customer Service Manager who are enthusiastic, self-driven and relationship focused.
We practice the principals of professionalism, integrity, excellence and accountability which makes us the trusted and valuable Financial Advisory Service that will help you fulfill your dreams.
YOUR DREAMS
At WestCoast Wealth Advisory, Anil Pawar and his team passionately thrive to understand clients’ dreams and ambitions for their financial well-being and desired lifestyles.
With over 60 years combined experience in the Financial Services Industry, we have a dedicated approach to building relationships and tailoring financial advice solutions to suit your every age and lifestyle stage
bottom of page