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Coastal Financial Planning Group Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

Coastal Financial Planning Group is a small financial services firm based in Charleston, South Carolina, founded in 2003. It focuses on wealth allocation and distribution for seniors and near-retirees, aiming to secure clients' financial futures through careful planning and managed strategies. The firm centers its approach on five core areas: defensive, low-volatility investments; retirement income planning; tax planning; contingency planning; and estate and legacy planning.

Investment advisory services are offered through Fusion Capital Management, an SEC-registered advisor, with transactions limited to jurisdictions where registration applies. All investment strategies carry the potential for profit or loss.

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

Coastal Financial Planning Group Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Oceania
1

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  • Australia
    1

Coastal Financial Planning Group's Leadership

  • Stylized image of a person
    E. M.
    Director And Financial Planner
    Mobile Phone

Coastal Financial Planning Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Finance
  • Accounting
  • Other

Contact profiles from Coastal Financial Planning Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. M.
    Director And Financial Planner
    Mobile Phone
    AustraliaWestern Australia
    Jun 25, 2026

Frequently Asked Questions

What is Coastal Financial Planning Group known for?

Minus sign iconPlus sign iconCoastal Financial Planning Group was founded in 2003 operates in the Financial Services industry. Explore Coastal Financial Planning Group's company overview page for more information.

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

Minus sign iconPlus sign iconCoastal 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?

Minus sign iconPlus sign iconCoastal Financial Planning Group has approximately 8 employees as of August 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

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

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As of August 2026, Coastal Financial Planning Group's key employees include:

  • Director And Financial Planner: E. M.

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