Serving educators and their families throughout California and along the West Coast
West Coast Educators is a central valley-based office of Financial Professionals, founded by Eddie Perez. Eddie started in the financial industry in 2007 and began building relationships with many well-established financial professionals, including Dennis Maddelein, with whom he eventually partnered. They established themselves as a go-to agency for educators and support staff and have built many relationships with school districts and superintendents in the community. Over the years, advisors in the education market joined their team. Through the guidance of industry veterans like Alvin Griffis and Gene Price (now retired), Eddie gained a deeper understanding of investment strategies and financial planning techniques. Eddie’s biggest takeaway from working with these advisors was learning to be compassionate and understanding of everyone’s unique needs.
In 2011, the firm transitioned from Perez & Maddelein Financial and Insurance Services to West Coast Educators. In 2022, Eddie welcomed two additional advisors, Ashley Gibson, and Vance Sanchez. Both have been a huge asset in serving current clients and providing a wealth of knowledge about insurance services and individual brokerage investing. In 2023, Eddie brought in another advisor, Mary Anne Reyes. She serves clients in Washington and throughout California.
We are here to help you at every stage in life and have a thorough understanding of how the CalSTRS and CalPERS benefits work as well as other pension plans. Whether you are just starting your career or enjoying retirement, we can help you develop a personal strategy tailored to your specific needs and objectives. We’ll work with you to define your personal financial challenges and goals and using a comprehensive analysis, we will tailor your plan to meet your unique investment goals, stay within your risk tolerances, and help control expenses. Finally, we provide ongoing support and guidance for your financial well-being.
We believe giving back to our community is a vital part of our culture and who we are. We support the work of nonprofit organizations such as the Visalia Education Foundation, Kaweah Health Hospital Foundation, Kaweah Health Diversity Committee, King’s Rehabilitation, Visalia Lions Breakfast Club, and Tulare-Kings Hispanic Chamber of Commerce. You will also find us volunteering with local schools and organizations and supporting athletic teams with their fundraising efforts.
Our hard-working clients come from all walks of life and occupations, and we are privileged to help them achieve their financial goals. We serve the West Coast, including multiple states outside of California.
