CFP®, C(k)P®, AIF®, CRPS, CEO/Founder
In order to determine if a lifelong, sometimes multi-generational relationship with potential financial advisors and their firm is prudent, it helps to know the background of individuals assisting you in financial matters. High-net-worth individuals demand “one-stop shopping” where they can trust that their advisor will be experienced and knowledgeable in all aspects of wealth management. We believe that very few financial advisors have the experience to serve as a client’s personal CFO.
Below is an executive summary of experiences of Kurt Jackson, the founder of Central Coast Wealth Management.
1968–1986 Childhood in Warren, Ohio, graduated salutatorian from Warren Western Reserve High School in 1986. He began investing in high school with money earned from a variety of jobs.
1986–1990 Attended Santa Clara University on a Navy ROTC Scholarship through UC Berkeley. Graduated with a BS in engineering from the DaVinci (Honors) Engineering Program at Santa Clara University and was commissioned as a Naval Officer in June 1990.
1990–1993 Naval Officer in Coronado and San Diego. Machinery Division Officer on the USS Marvin Shields (FF-1066) and Anti-Submarine Warfare Officer on the USS Reasoner (FF-1063). Graduated with an MA in management from the University of Redlands (while on active duty) in 1993.
1993–1995 Inside Sales Engineer for Westinghouse Motor Company in Round Rock, Texas. In 1993, Kurt met his wife, Melissa, whom he married in December 1996.
1995–1997 National Accounts and Beverage Accounts Representative with Rehrig Pacific Company in Lawrenceville, Georgia. Had a territory of Georgia, Florida, and North and South Carolina, and serviced Pepsi and Coca-Cola corporate accounts.
1997–2001 Financial Consultant/Sr. Financial Advisor with Merrill Lynch in Santa Barbara, California (daughter Madeleine born in 1998). Began a partnership with another advisor at Merrill Lynch and eventually moved to the Merrill Lynch office in San Luis Obispo.
2001–2002 Sr. Financial Advisor with Merrill Lynch in San Luis Obispo (daughter Chloe born in 2001). Kurt and his team were recruited by UBS/PaineWebber to help start an office in San Luis Obispo.
2002–2008 VP-Investments with UBS Financial Services in San Luis Obispo (son Benjamin born in 2003).
January 8, 2008 Understanding that the high-net-worth individual prefers to work with a single primary financial advisor in addition to his or her CPA and attorney, Kurt left UBS to establish Central Coast Wealth Management, LLC, in January 2008—a firm that he plans to be associated with for the rest of his life.
In 2005, Kurt and his family found a home in Arroyo Grande, where they established roots to become permanent members of the Central Coast. He has served as the HOA president of Varian Ranch and on the Board of Directors for the Foundation for the Performing Arts Center (FPAC) in San Luis Obispo. He was featured on the cover of the San Luis Obispo New Times in 2005 for installing a solar system on his current house; he had also done so on his previous house. He has also been quoted in several industry publications.
Kurt was one of fewer than 40 financial advisors in the nation asked to be a founding lecturer at the Retirement Advisor University at UCLA Anderson School of Management Executive Education in 2010. He attained his CERTIFIED FINANCIAL PLANNERTM certification in 2012 and the Certified 401(k) Professional (C(k)P®) designation in 2013.
Anyone who knows Kurt well knows that he likes to find deals on things. He also uses this passion for deals to help clients with their investments, retirement planning, and liabilities. Besides traveling, Kurt likes to spend time with his family and appreciate all that the Central Coast has to offer—including the local wines and open spaces.
Through Commonwealth Financial Network®, Kurt maintains the following FINRA securities registrations: Series 7 (General Securities Representative), 31 (Futures Managed Funds Exam), 63 (Uniform Securities Agent State Law Exam), and 65 (Uniform Investment Adviser Law Exam).
Kurt Jackson is proud to have been recognized as a President's Club advisor for 2017—a distinction based on annual production attained by 15 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Vice President, CFP®,Client Relationship Manager
Below is a brief summary of the experiences of Brianna Ferguson, the Client Relationship Manager for Central Coast Wealth Management.
1989–2004 Childhood in Boulder Creek, California. Moved to Nipomo, California, in 2004.
2004–2007 Attended Nipomo High School and played varsity softball. Graduated in 2007 with honors.
2004–2011 Company dancer for Ballet Theatre San Luis Obispo and children’s ballet/ballet level 1 teacher for Dance Obispo.
2007–2011 Attended California Polytechnic State University, San Luis Obispo. Graduated in 2011 with a BA in business administration with a concentration in accounting.
2011 Summer Internship with Hearst Castle.
2011–2014 Registered Representative with AmeriFlex Financial Services in Santa Barbara.
2014–2016 Registered Client Associate with Wells Fargo Advisors in San Luis Obispo.
March 2016 Joined Central Coast Wealth Management.
Brianna has FINRA securities registrations through Commonwealth Financial Network®: Series 7 (General Securities Representative) and 66 (Uniform Combined State Law Exam). She is registered in California and also has her California insurance license.
Registered Notary Public
Brianna enjoys the small-town atmosphere offered in the Central Coast and is happy to be living close to her parents and family. Brianna met her husband, Nick, in Cambria on New Year’s Eve 2013. They began dating in May 2014 and married on September 16, 2017, in Atascadero. She enjoys spending her free time hiking, camping, and going on road trips and quad rides. In the winter months, Brianna enjoys weekend trips with her friends to ski or snowboard.
Below is a brief summary of the experiences of Alexis Walker, the Operations Assistant for Central Coast Wealth Management.
1992: Born third in a set of triplets in Pasadena, California.
1992–2006: Grew up in Pasadena. Attended Public Schools. Won District-Wide Science Fair in 7th grade. Acted, danced, and sang in over a dozen plays from grade 5–8.
2006–2010: Student at Pasadena High School (PHS). Four-year varsity cheerleader, captain of team in senior year. Four-year member of the Varsity Girls Track Team, captain of team in junior and senior year. All-Area, All-County, and All-State in the High Jump. Two-time Athlete of the Year for PHS, Pasadena and San Gabriel Valley. Number two High School High Jumper in the state of California. Founder of Fashion and Photography clubs. Homecoming Queen in senior year.
2010–2015: Attended University of California, Los Angeles as a student athlete. Four-year member of UCLA Women’s Track and Field Team. Top ten UCLA all-time marks in the High Jump and Heptathlon while attending UCLA. Recognized as high performing athlete three times. Earned most points for team at the PAC 12 Championship in 2013. Recognized as All-American in Heptathlon. UCLA Women’s Track and Field Team Captain 2013-2015. Represented UCLA on Legislative Athletic Council.
Attended Anderson School of Management at UCLA in the summer of 2014 (management of enterprise in media entertainment and sports, focus on broadcasting, TV graphics/communication).
Graduated with a bachelor of arts degree in political science (international relations and correspondence (2015)). Alexis went on to train for the Olympic Trials in the Track and Field event of the High Jump.
2014–2016: Interned and worked at multiple news organizations including KUTV 2News in Salt Lake City, Utah, and CCN in Irwindale, California. Alexis focused on multimedia journalism and on-air reporting. Created, developed, and produced news segments, stories and interviews in the areas of politics, health, community culture, and finance.
2016–2018: Worked full-time as an employee of the Vitamin Shoppe, focusing on sales, marketing, and special events. Ran special events for Vitamin Shoppe and represented company at nutrition shows, sporting events, races, marathons and other health- and nutrition-related shows.
August 2018: Relocated to Pismo Beach and joined Central Coast Wealth Management.
Alexis has a passion for fitness, health and wellness, outdoor activities, traveling, and giving back to the community. She looks forward to the next chapter in her life as she leaves Southern California for the Central Coast and wants to embrace the myriad of experiences that await her while living in a new area. She is a born competitor and enjoys the challenges of any sport. Alexis has a strong network of friends from UCLA and intends to stay in close contact with them. Alexis is a part of a loving family that has created a stable foundation, supporting her in her decisions and adventures as she has matured.
Administrative Assistant (Seasonal)
December 1998: Born in Santa Barbara to Kurt and Melissa Jackson.
2001: Moved to San Luis Obispo at age three. Grew up in the countryside on Varian Ranch.
August 2013–June 2017: Attended Mission College Preparatory Catholic High School.
Involved in varsity cross country and swimming throughout high school. Team captain of varsity cross country team during junior and senior years of high school.
President of Royal Ambassador program at Mission College Prep senior year.
Executive board of Environmental Club and Interact Service Club junior and senior years.
Spring 2016: Rotary leadership representative for RYLA conference in Ojai.
Enjoyed service work in Thailand building a greenhouse for a rural village and working on an elephant rescue reservation; gleaned local produce for the SLO County Food Bank, and developed an interactive dental clinic for the Boys and Girls Club of Santa Maria and Oceano to raise dental hygiene awareness among migrant and impoverished children.
Worked for PEAK Learning motivational speaking company as an office assistant. Worked with the founder/CEO, Paul Stoltz, to accomplish tasks. Worked as a cashier at Quiky car wash during freshman and sophomore years of high school. Commended by owner and manager for excellent customer service and knowledge about wash specialties.
January 2017: Began working for Central Coast Wealth Management as an office assistant. Sincerely enjoys this family business and its dedication to client services.
September 2017: Began college at dream school, University of San Diego (Class of 2021). Majoring in business communications with a focus on management and marketing.
Employed with Dugheri Alumni Center during the school year on campus as a telefunding agent. Promoted university attributes to alumni to encourage philanthropic support. Awarded March 2018 Employee of the Month and Employee of the Week in April for outstanding pledge percentages and enthusiasm with alumni.
January 2018: Became Kappa Delta Sorority member with philanthropy focusing on building confidence and inspiring action with Girl Scouts and Abused Women.
Elected alumni director for Student International Business Council.
Member of American Marketing Association and Student Finance Association.
December 2018: Promoted from student caller at the University of San Diego Alumni Center to student manager, for exceptional pledge percentages and excellent communication with USD alumni. The student manager job involves supervising and advising callers during shift, monitoring shift statistics, interviwing applicants, training new callers, and creating and implementing incentives to improve caller performace during shift.
Madeleine enjoys catching sunsets at beautiful beaches, hiking, yoga, and traveling the world with family in her free time. Madeleine works for Central Coast Wealth Management during winter and summer breaks from college, where she facilitates service requests; produces daily, weekly, and monthly reports to advisor; continues efforts to improve office systems such as CCWM media; maintains compliance procedures in preparation for audits; prepares 401(k) and client reports for meetings, etc.
She will be attending the Sept-Dec 2019 Semester at Sea program to take classes around the world and go to 13 different countries such as Croatia, Spain, Moracco, Ghana, and Brazil.