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2950 Broad Street #1107, San Luis Obispo, CA 93401

805-439-0370
info@centralcoastwm.com
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401(k) Services for Employers & Employees

We provide 401(k) guidance for both employers and employees. We help you lower your fees, reduce your HR workload, and manage your fiduciary exposure.

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Take the Guesswork out of Retirement Plan Sponsorship

Take the Guesswork out of Retirement Plan Sponsorship

Central Coast 401k strives to minimize a plan sponsor’s efforts in running a successful retirement program by simplifying the process. Take advantage of the most efficient platform for your needs, including fiduciary liabilities, financial wellness programs, 1-on-1 guidance, and more.

CHECK OUT OUR VIDEOS BELOW

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

To see more of our company videos in the news, click on our ‘Videos’ tab


Qualified 401(k) Plan Guidance by CFP® professionals

We strive to reduce the day to day responsibilities of running a plan so you can focus on other company priorities. Is your current plan efficient or frustrating?

What We Do

We help the CEO reduce fiduciary exposure, the CFO lower the fees, and the HR department save time and effort by providing advice from CERTIFIED FINANCIAL PLANNERS™.


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For Employees

Enjoy simple, straightforward one-on-one advice about how your 401k plan is part of your
overall retirement.


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For Employers

We work to reduce your fees, better educate your employees, save the HR department time and reduce fiduciary exposure to allow the plan to truly function as a valuable employee benefit.

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WHAT INSPIRES US


  • "Financial freedom is a mental, emotional and educational process"

    - Robert Kiyosaki

  • "Someone is sitting in the shade today because someone planted a tree a long time ago"

    - Warren Buffet

  • An investment in knowledge pays the best interest

    - Benjamin Franklin

How Much Do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

TELL US HOW WE CAN HELP YOU TODAY

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