About My Practice
At Coastal Life Wealth Management we believe everyone should be entitled to high quality financial advice and planning regardless of their economic and financial situations. Many people believe that wealth management is for the ultra wealthy, but we believe that everyone can benefit from having a proper plan in place. For over 12 years we have provided the highest level of customer service while helping to guide our clients through some of the most challenging economic times in decades. Call today to set up a free consultation.
Experience
We have worked with a broad range of income levels and age groups for over 12 years.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 66
Insurance Licenses
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Accredited Investment Fiduciary (AIF)
Broker-Dealer Affiliation
Commonwealth Financial Network
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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