Theo Drivas, CPA

Leveraging his entrepreneurial spirit along with his CPA audit/tax experience, Theo supports our lead advisors in developing and implementing comprehensive financial plans for clients, including retirement readiness analysis, estate planning, life insurance planning, and investment strategies.  What truly excites him is the opportunity to make a positive impact in client’s lives by helping them navigate their financial journeys and pursue their goals.

Theo earned two Bachelor of Science degrees in Accounting and Finance from Chapman University and holds the (CPA). He is constantly seeking opportunities to advance his knowledge and provide exceptional service.   Theo resides in Orange, CA and is a firm believer in the connection between physical and financial well-being, as they both contribute to a fulfilling life. Outside of Coastal Wealth, Inc. he enjoys time with family, surfing, golf, skiing, hiking, and volleyball.