Neil Burns is the senior partner of Coastal Wealth Inc. and a founding partner of Burns & Hoffmann, Attorneys at Law. Mr. Burns has more than 35 years of experience in the financial consulting arena, with an emphasis on tax, financial, and investment planning. As an attorney, Mr. Burns is admitted to practice in the United States Tax Court, where he has successfully defended client tax positions since 1985. As a financial and investment professional, he is a Registered Principal of Commonwealth Financial Network. Mr. Burns is a past president of the Monarch Beach Sunrise Rotary chapter, an avid reader, golfer, and traveler.
L. Daniela Radu
L. Daniela Radu is a financial advisor with Coastal Wealth Inc., a Commonwealth Financial Network Investment Advisor Representative (IAR) and Commonwealth Financial Network Registered Principal. She enjoys providing personal and independent financial advisory services and for the past 20 years has been dedicated to the preservation and growth of clients' assets through a careful program of investment planning and selection. Daniela realizes much personal gratification from working with clients to develop a plan to fulfill their financial goals for themselves and loved ones with their hard earned and accumulated wealth.
Director of Client Services
Ellen Fitzpatrick in the director of client services at Coatal Wealth Inc. Ellen has more than 26 years of experience overseeing client account services and branch operations in the securities and financial planning industry. Her main focus is to efficiently manage daily operations and to ensure all administrative and client support needs are met. Her attention to detail and caring manner ensures that the highest quality account service and care is provided to current and future clients. Ellen draws on her extensive knowledge base from 12 years of experience in the banking industry along with 9 years as the office manager for Burns & Hoffmann, a law firm that specializes in estate planning and tax return preparation.