30131 Town Center Drive
Laguna Niguel, CA 92677
(949) 456-8004



At Coastal Wealth, we provide:

  • Comprehensive wealth management in one convenient location
  • Coordinated investment, financial, tax and estate planning strategies
  • Independent professionals committed to your goals and long-term friendships with our clients

Dream Big. Plan Wisely. Live Well.

NEIL BURNS is the CEO of Coastal Wealth Inc. and a founding partner of Burns & Hoffmann, Attorneys at Law. Mr. Burns has more than 30 years experience in the financial consulting arena, with an emphasis in tax, financial and investment...

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L. DANIELA RADU is COO of Coastal Wealth Inc., an LPL Investment Advisor Representative (IAR) and LPL Registered Principal. She enjoys providing personal and independent financial advisory services and for the past 20 years has been...

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Assistant to Neil burns, CEO & LPL Registered Principal and L. Daniela Radu, COO & LPL Registered Principal As director of client services for Coastal Wealth Inc., Ellen has more than 17 years of experience overseeing client account...

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Assistant to Ellen Fitzpatrick, Director of Client Services Gail joined our Coastal Wealth Inc., team in December 2005, as an administrative assistant to Ellen Fitzpatrick. She is responsible for greeting clients, both over the phone...

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