Financial Paraplanner

Aurielle West

Aurielle is an experienced client service leader in the wealth management industry with over ten years of experience. Prior to joining Pacific Capital, she led a service team at Charles Schwab in Orange County that supported over $2 billion of client investments. She is a Certified Financial Fiduciary® and is currently the Financial Paraplanner with Pacific Capital and draws on her professional and life experiences to help our clients get what they want done in a timely fashion.

Aurielle lived outside of the US for eight years with her family and they enjoy travel and all things outdoors. She and her husband Eric have been married for 17 years and have two children, Elijah and Naomi. Aurielle has a passion for financial education and wellness as well as philanthropy, serving in their church and giving back in her community. She especially values personal relationships with our Pacific Capital clients.

Education

Community Service