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Finance & Insurance

We hope you find what you are looking for. If you need help, please call the Coastside Chamber at (650) 726-8380 for assistance!

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Accountants
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Crosscountry Mortgage – Veronica Mora

Hello! My name is Veronica, and I’m a trusted loan » More Info
Phone: (650) 922-5065
Email: Veronica.Mora@ccm.com
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Connor Roark | New York Life

Financial Professional & Insurance Agent My Approach Helping clients understand » More Info
Phone: (650) 483-2428
Email: croark01@ft.newyorklife.com
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Kellie Morlock | Edward Jones

Throughout my life, helping others has been an integral part » More Info
Phone: (650) 889-5398
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Inessa Kapustina Financial Advisor

Supporting families, solo entrepreneurs, and small businesses in planning for » More Info
Phone: 415-309-3628
Email: inessakap@gmail.com
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PenCoast Tax Services

I’m Brandon Ferrell, and I’ve dedicated nearly two decades to » More Info
Phone: (650) 420-8368
Email: brandon@pencoast.com
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BT Bookkeeping

Experience and Expertise With over 20 years of experience in » More Info
Phone: (650) 455-6755
Email: b.ternullo1@gmail.com
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Lighthouse Bookkeepers

JoLynn Miller takes her expertise and helps Coastside businesses navigate » More Info
Phone: (415) 519-2928
Email: jmiller.lighthouse@gmail.com
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Heidi Kuiper – State Farm Insurance

Welcome to our agency, where we are dedicated to serving » More Info
Phone: (650) 726-1108
Email: heidi@heidikuiper.com
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Coastside Hope

Coastside Hope’s mission is to offer basic life necessities with » More Info
Phone: (650) 726-9071
Email: caitlen@coastsidehope.org
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Lawyers Title

Phone: (650) 302-8912
Email: renee.lewis@ltic.com
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Tri Counties Bank

Phone: 650-726-6373
Email: mariabecerraromero@tcbk.com
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Coastside Insurance Agency

Independent Insurance Agency, providing auto, home, business, workers comp, all » More Info
Phone: (650) 726-6328
Email: adam@coastsideinsuranceagency.com
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Real Estate Funding Service, Inc.

Phone: (650) 726-2179
Email: rmc@refsi.com
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Daniel T. Kresteller, CPA MS

Phone: (650) 726-3535
Email: DKresteller@aol.com
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Monterra Credit Union

Monterra Credit Union’s (formerly San Mateo Credit Union) team at » More Info
Phone: (650) 562-1282
Email: gcastillo@monterra.org
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Warren Barmore – Edward Jones

Phone: (650) 726-9133
Email: Warren.Barmore@edwardjones.com
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WFG National Title Insurance Company

WFG National Title Insurance Company For more than 20 years, » More Info
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PJW Insurance Services

Expert in helping companies with Life and Health Insurance benefits, » More Info
Phone: (650) 400-5643
Email: pat@pjwins.com
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Pam LoCoco Fiduciary

Fiduciary services including acting as trusteee, conservator, agent under power » More Info
Phone: (650) 529-9600
Email: pam@pamlococo.com
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As of January 2026
Resource Center
508 Main St., Half Moon Bay

Weekdays - 9 AM to 6 PM

(650) 726-8380
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