Cerity Partners Acquires West Coast Financial
April 1, 2025
Cerity Partners, a national independent wealth management firm, announced it is merging with West Coast Financial of Santa Barbara, California. The deal brings West Coast Financial's advisory team and client relationships onto the Cerity Partners platform to expand capabilities and deepen Cerity's presence in Southern California.
- Buyers
- Cerity Partners
- Targets
- West Coast Financial
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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