​About Us

industry knowledge and hands on experience in our training so that schedulers feel confident to do their job and wholesalers can trust they are in good hands.

West Coast Schedulers strives to provide everyone we work with a personalized experience to meet their individual needs and business goals. We understand that not all wholesalers, or their territories, are alike. As such we offer tiered pricing packages to ensure that each wholesaler receives the services and dedication they desire for a price that meets their budget. We create a professional experience, providing

After recently adding the newest member to their family, Sara was juggling being a stay-at-home mom and being able to contribute to her family's income. It was then that she really began to see the value in having the flexibility to work from home. West Coast Schedulers was created to provide others in similar situations the ability to work a flexible schedule and find value in the job they're doing, knowing their work is making a difference.

Sara Petrick, founder of West Coast Schedulers, is an organizer by nature and spent the majority of her life working a combination of administrative, managerial, and customer service based jobs. After marrying her husband, a financial advisor, in 2010 it became apparent from his constant complaints that the scheduling industry needed a make over. After gaining hands-on experience in the industry herself, Sara saw how she could make the improvements necessary to better serve all parties involved, from the wholesalers to the financial advisors, as well as the schedulers themselves.

Call us at 818.472.2559

Let us manage your schedule

so you can focus on your business