Aurielle West serves as the Wealth Planning Strategist at Pacific Capital, where she plays a critical role in ensuring that every client family’s financial plan moves from strategy to action. Aurielle is the person who drives implementation across each family’s recommendations, coordinates follow through on every planning decision, and keeps each client’s Financial Life Inspection® current and running smoothly as their lives evolve.

As a consistent, trusted point of contact for every family the firm serves, Aurielle ensures that nothing stalls between meetings and that every detail is accounted for. Her ability to manage complexity while maintaining strong personal relationships with each family is central to how Pacific Capital delivers on its family office commitment.

Before joining Pacific Capital, Aurielle spent over a decade in the wealth management industry, including leading a client service team at Charles Schwab in Orange County that supported over $2 billion in client investments. That experience gave her firsthand insight into the limitations of large retail firms and a clear appreciation for the depth of service that a dedicated family office can provide.

Aurielle is a Certified Financial Fiduciary (CF2®), reinforcing her commitment to always acting in the best interest of the families she serves. She has a passion for financial education and wellness as well as philanthropy, serving in her church and giving back in her community.

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 20 years and have two children.

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. 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.