Coastal Financial Employee Directory

Q: What is Coastal Financial known for?

Coastal Financial was founded in 1999. Coastal Financial operates in the Financial Services industry.

Q: How many employees does Coastal Financial have currently?

Coastal Financial has approximately 31 employees.

Financial ServicesMassachusetts, United States11-50 Employees

Coastal Financial was founded in 1999 and provides wealth management services for hardworking families and small businesses throughout the South Coast. Our dedicated team strives to  provide our clients with an exceptional experience while enabling them to achieve their financial goals.

Find Coastal Financial employees' phone numbers or email addresses

Coastal Financial Global Highlights

North America
14

United States Of America
14

Asia
1

India
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Coastal Financial's Leadership

M. A. S.
Financial Planner & Director Of Operations
Mobile Phone
Email
J. P.
Director Of Client Services
Mobile Phone
Email
M. S.
Director Of Operations & Planning
Mobile Phone
Email
L. S.
Office Manager
Mobile Phone
Email
C. H.
Finance Services Professional
Mobile Phone
Email
C. M. H.
Certified Financial Planner™
Mobile Phone
Email
J. M.
Financial Advisor
Mobile Phone
Email
G. B.
Registered Employee Benefits Consultant (rebc) - Group Medical/Health/Life Insurance
Mobile Phone
Email

Contact profiles from Coastal Financial

Name

Title

Contact Info

Location

Last Update

M. A. S.
Financial Planner & Director Of Operations
Mobile Phone
Email
United StatesMassachusetts
Apr 01, 2025
J. P.
Director Of Client Services
Mobile Phone
Email
United StatesMassachusetts
Nov 14, 2025
M. S.
Director Of Operations & Planning
Mobile Phone
Email
United StatesMassachusetts
Apr 01, 2025
L. S.
Office Manager
Mobile Phone
Email
United StatesMassachusetts
Nov 18, 2025
C. H.
Finance Services Professional
Mobile Phone
Email
United StatesMassachusetts
Nov 17, 2025
C. M. H.
Certified Financial Planner™
Mobile Phone
Email
United StatesMassachusetts
Nov 15, 2025
J. M.
Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Nov 12, 2025
G. B.
Registered Employee Benefits Consultant (rebc) - Group Medical/Health/Life Insurance
Mobile Phone
Email
United StatesMassachusetts
Oct 24, 2025
J. M.
Business Development Officer
Mobile Phone
Email
Oct 22, 2024
J. S.
Credit Staff
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Coastal Financial known for?

Coastal Financial was founded in 1999 operates in the Financial Services industry. Explore Coastal Financial's company overview page for more information.

What is Coastal Financial's most common email format?

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

How many employees does Coastal Financial have currently?

Coastal Financial has approximately 31 employees as of December 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Coastal Financial's key employees and leadership?

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

Financial Planner & Director Of Operations: M. A. S.
Director Of Client Services: J. P.
Director Of Operations & Planning: M. S.
Office Manager: L. S.
Finance Services Professional: C. H.

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