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Coastal Financial Planning Employee Directory

Financial ServicesRhode Island, United States2-10 Employees

Coastal Financial Planning operates within the financial services sector, offering guidance and planning services to clients in the Rhode Island area. Based in Lincoln, it provides financial planning support for individuals or households seeking structured, professional assistance with their financial goals and management. The firm is a small operation, reflecting a boutique approach typical of specialized advisory practices in the region. While specific service details are not provided, the description indicates a focus on servicing local clients with personalized financial planning services. The company’s location choices and size suggest a neighborhood-based, client-centric service model within the broader financial services landscape.

Find Coastal Financial Planning employees' phone numbers or email addresses

Coastal Financial Planning Global Highlights

Location
Employees

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

North America
1

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  • United States Of America
    1

Coastal Financial Planning's Leadership

  • Stylized image of a person
    A. T.
    Owner
    Mobile Phone

Contact profiles from Coastal Financial Planning

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. T.
    Owner
    Mobile Phone
    United StatesRhode Island
    Apr 25, 2025

Frequently Asked Questions

What is Coastal Financial Planning known for?

Minus sign iconPlus sign iconCoastal Financial Planning operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-401-727-****
. Explore Coastal Financial Planning's company overview page for more information.

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

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

How many employees does Coastal Financial Planning have currently?

Minus sign iconPlus sign iconCoastal Financial Planning has approximately 2 employees as of August 2026. These team members are located across 2 continents, including EuropeNorth America.

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

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

  • Owner: A. T.

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