J TIMOTHY ESSMAN, CHFC® RICP ®

Financial Planner | Financial Services Representative

(800) 683-6347 | TIM@WESTCOASTWS.COM | Linkedin

Timothy Essman is Founder and Senior Financial Planner at West Coast Wealth Strategies and Insurance Solutions. Drawing on more than 25 years of financial planning experience, he partners with his clients to assist them in reaching their financial goals and gain peace of mind going into retirement. Tim specializes in helping his clients with tax mitigation, asset management, and designing personalized distribution strategies for their specific retirement goals. 

Tim is a licensed Charter Financial Consultant ChFC® , Retirement Income Certified Professional RICP® and holds his FINRA Series 6, 63 and 7. His firm is based out of San Diego and San Francisco.  Over the past 25 years, Tim consistently ranks among the top 5% globally in Financial Planning, Risk Management and Wealth Management. 

During his free time, he likes to engage in various activities such as spending quality time with his family, travel, snowboarding, hiking, and creating memories.

Amber Essman

Chief Operating Officer

(800) 683-6347 | AMBER@WESTCOASTWS.COM

Amber has been intricately involved at WCWS from inception. Her background in operations management, Human Resources, and accounting bring a unique skill set to the company.

Amber has been a REALTOR® as well for over 17 years. Tim and Amber have 3 children: Hannah, a graduate from UC Berkeley and is an Architect in San Francisco. Cole is majoring in Finance at San Diego State University while interning at WCWS and Aaron recently graduated High School and will also be attending San Diego State University with a Finance major.

In her spare time, Amber enjoys being with family and friends, her 3 bulldogs and traveling.

Stephanie fujimoto

Director of Operations

(415) 639-9338 | STEPHANIE@WESTCOASTWS.COM

Stephanie is the Director of Operations at West Coast Wealth Strategies and Life Insurance Solutions. With over a decade of Financial Industry experience, she brings a high level of customer service and back-office broker/dealer experience to the firm; overseeing client’s investment portfolios along with the construction and implementation of our distribution strategies. Her expertise is in suitability management, complex transfers, and alternative investments such as non-correlated assets. 

Stephanie graduated from Westmont College in 2012 with her Bachelor’s in Business and Economics with an emphasis on International Affairs. She holds her FINRA Series license 6, 63, and 7. On the weekends, she enjoys spending time with her husband and their little girl watching baseball or traveling to new cities together.

CAYCIE DE GRAAF

admin assistant

(619) 567-0599 | CAYCIe@WESTCOASTWS.COM

Caycie recently relocated to San Diego after earning her Bachelor’s degree in Mathematics at California State University, Bakersfield. Newly introduced to the finance industry, she is eager to utilize her strong analytical skills and learn more about the financial planning process. On the weekends, Caycie enjoys attending concerts and hanging out with friends.

Cole Essman

Financial Planning Assistant

(800) 683-6347 | cole@westcoastws.com

Cole is a Financial Planners Assistant for West Coast Wealth Strategies with more than 2 years of experience. One of his primary tasks is assisting with the development of comprehensive financial plans for clients. Additionally, Cole performs a range of administrative tasks, such as managing money movement to advisory-based accounts and assisting clients with their 401k needs. Cole provides a high level of customer service and is committed to helping clients reach their financial goals.

Cole recently graduated from San Diego State University in 2022 with a Bachelor’s in Business Finance. He currently holds his California Life Insurance License, and his current goal is to acquire his FINRA Series license 7 and 66 to help advance his career in the finance industry. In his spare time, Cole enjoys traveling and spending quality time with his family and friends.

ALANA CECCONI

CLIENT SERVICE ASSOCIATE

(800) 683-6347 | alana@westcoastws.com

Alana is the Client Services Associate for West Coast Wealth Strategies and Life Insurance Solutions.

Alana has top-notch customer service skills and ensures a quality client experience. With experience in administrative work paired with a marketing background, Alana utilizes her unique abilities to excel at any job.

Alana is born and raised in San Diego. She graduated from San Diego State University with a Bachelor’s Degree in Business Marketing in 2023. In her spare time, Alana loves to try new food spots, go to the beach, and spend time with family and friends.