Coastal Financial Planning Group Employee Directory

Q: What is Coastal Financial Planning Group known for?

Coastal Financial Planning Group was founded in 2003. Coastal Financial Planning Group operates in the Financial Services industry.

Financial ServicesSouth Carolina, United States2-10 Employees

Since 2003, the Coastal Financial Planning Group has been helping seniors and soon to be retirees secure their financial future through sound financial planning and tactical wealth managed strategies.

As Wealth Allocation & Distribution specialist we help our clients address the 5 core areas of financial planning, including:

- Low Risk, Low Volatility Investment Solutions designed to be defensive during times of volatility and opportunistic during times of growth.

- Retirement Income Planning that anticipates how much you’ll need to not only retire, but enjoy your retirement today and in the future. Including factoring in Social Security, Pension income, IRA withdrawals and more...

- Through Advanced Tax Planning we help our clients minimize their tax bill, and help them shelter their assets from unnecessary taxation. Don’t let your IRA be an IOU to the IRS.

- Contingency Planning; all our financial strategies include what we call life contingency plans. These strategies are designed to help insulate your retirement from the unexpected and the inevitable.

- Estate & Legacy Planning; the last step in every financial plan is to ensure that your assets are safely transferred from you to your spouse and the people you love most.

Discover a better way, discover the Coastal Financial Planning difference, call today: (843) 735-5065

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Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.

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Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated adviser also

Find Coastal Financial Planning Group employees' phone numbers or email addresses

Coastal Financial Planning Group Global Highlights

North America
20

United States Of America
20

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Oceania
1

Australia
1

Coastal Financial Planning Group's Leadership

R. D.
Founder/Ceo
Mobile Phone
Email
E. T.
Financial Advisor And Managing Partner
Mobile Phone
Email
A. T.
Owner
Mobile Phone
Email
A. T.
Owner
Mobile Phone
Email
L. M.
Client Relations Manager
Mobile Phone
Email
K. F.
Client Services Manager
Mobile Phone
Email
D. F.
Investment Advisor, Insurance Agent
Mobile Phone
Email
G. H. L.
Account Executive
Mobile Phone
Email

Contact profiles from Coastal Financial Planning Group

Name

Title

Contact Info

Location

Last Update

E. T.
Financial Advisor And Managing Partner
Mobile Phone
Email
United StatesRhode Island
Nov 17, 2025
R. D.
Founder/Ceo
Mobile Phone
Email
United StatesSouth Carolina
Oct 27, 2025
A. T.
Owner
Mobile Phone
Email
United StatesRhode Island
Oct 20, 2025
A. T.
Owner
Mobile Phone
Email
United StatesRhode Island
Oct 22, 2025
L. M.
Client Relations Manager
Mobile Phone
Email
United StatesSouth Carolina
Nov 17, 2025
K. F.
Client Services Manager
Mobile Phone
Email
United StatesSouth Carolina
Oct 17, 2025
D. F.
Investment Advisor, Insurance Agent
Mobile Phone
Email
United StatesSouth Carolina
Nov 11, 2025
G. H. L.
Account Executive
Mobile Phone
Email
United StatesNew Jersey
Oct 17, 2024
J. B. -. R.
Real Estate Investment
Mobile Phone
Email
United StatesTexas
Jul 30, 2025
R. L.
Client Service Relations Intern
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Coastal Financial Planning Group known for?

Coastal Financial Planning Group was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 78 Ashley Point Drive, Suite 201. Explore Coastal Financial Planning Group's company overview page for more information.

What is Coastal Financial Planning Group's most common email format?

Coastal Financial Planning Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coastal Financial Planning Group email formats with LeadIQ.

How many employees does Coastal Financial Planning Group have currently?

Coastal Financial Planning Group has approximately 8 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Coastal Financial Planning Group's key employees and leadership?

As of December 2025, Coastal Financial Planning Group's key employees include:

Founder/Ceo: R. D.
Financial Advisor And Managing Partner: E. T.
Owner: A. T.
Owner: A. T.
Client Relations Manager: L. M.

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