Our Mission
At Coastal Wealth, Inc., our financial advisors believe in having a positive impact on the lives of those around us—our family, friends, clients, and other members of the community here in Laguna Niguel and beyond.
Our mission is to get to know and understand you; your needs, wants, and goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Ellen FitzPatrick
Director of Client Services
Susana Duarte
Client Service Associate
Theo Drivas, CPA
Financial Advisor