South Coast Wealth Management

Goal Line Wealth Management, located in Solana Beach, CA, is a goal-based financial planning and investment management firm dedicated to helping clients achieve their unique financial aspirations. Founded by Curt DiGiacomo, a former NFL player, the firm emphasizes a relationship built on trust, excellence, and care, ensuring clients feel valued and supported throughout their financial journey. With a team of highly credentialed professionals, including Certified Financial Planners and Certified Investment Management Analysts, Goal Line Wealth offers comprehensive services such as retirement planning, wealth management, estate planning, and risk management. Their collaborative approach focuses on understanding clients' goals and tailoring strategies to meet both short- and long-term financial needs. Generated from the website

Established in 1959, Reed Conner & Birdwell offers investment advisory services to individuals and institutional clients. The firm is registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Reed Conner & Birdwell identifies potential opportunities through the use of systematic screening tools, as well as qualitative industry research. The firm utilizes a range of tools to identify underlying value and associated risks. Reed Conner & Birdwell s products include large-, small- and all-cap and balanced portfolios. Its all-cap stock is suitable for tax-sensitive investors. Reed Conner & Birdwell also utilizes a variety of government agency bonds.