Our Wealth Management Team | Retirement Planning | Financial Advisor, Laguna Niguel

About Coastal Wealth

Our Story

Coastal Wealth was founded over 40 years ago to provide financial services to investors in Southern California. Our financial advisors take great pride in the extended relationships our firm has with our clients. Many of those relationships are measured in decades, and some into their third generation. We have celebrated birthdays and weddings, retirements and 50th anniversaries. We have celebrated entire lives and mourned their passing. Our clients are friends and family. Our team strives to provide our clients with professional, customized, and caring financial advice. We are here to listen, understand, and help. We seek creative solutions to individual needs and to meet individual goals.

Our Commitment

Building long-term relationships is our priority at Coastal Wealth Inc. Our financial advisors start the journey by taking the time to listen to and understand each of our clients personally. Together, we carefully chart a course to pursue financial success, using prudent investment strategies. For more than 40 years, our clients have looked to us for financial direction. We are dedicated to guiding and sustaining that mission by maintaining a commitment to always place the clients' financial interests ahead of our own and actively collaborating with other individuals who work to benefit our clients, including tax, legal and insurance professionals.

Our Independence

In the highly regulated securities industry, multiple federal and state entities provide oversight of the work financial advisors do on behalf of investors. The types of services an advisor provides carry a corresponding requirement to affiliate with an appropriate firm or entity to ensure compliance with the rules governing those services. We have chosen to work with LPL Financial to provide our broker-dealer services. The relationship with LPL allows our firm to remain free to act in the clients best interest. We can provide advice to clients without any pressure to promote proprietary products or strategies.

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