Coastal Wealth, Inc. Employee Directory

Q: How many employees does Coastal Wealth, Inc. have currently?

Coastal Wealth, Inc. has approximately 9 employees.

Financial ServicesCalifornia, United States2-10 Employees

Welcome to Coastal Wealth, Inc., where achieving financial well-being is not just about numbers — it's about the journey towards your dreams.

Our mission is to get to know and understand you; your needs, wants, and goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Managing your finances can often feel overwhelming, leaving you uncertain about the best path to take. That's where we come in. Our experienced team provides the guidance and support you need to navigate the complexities of financial planning, allowing you to make informed decisions with confidence and clarity.

Our team understands the challenges you’re facing and can help you be prepared for the future you've always imagined. Our years of experience provide a roadmap of solutions to help address the financial needs you have at every stage of your life. Our mission is to help you succeed in reaching your goals and achieve the financial balance you strive for.

At Coastal Wealth, Inc., we are more than financial advisors; we're your partners in progress, committed to helping you turn your monetary aspirations into reality. Let us guide you on your financial journey so you can focus on living the life you've always envisioned. Contact us today to schedule a consultation.

The financial professionals of Coastal Wealth Inc., are registered representatives with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC. www.sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Find Coastal Wealth, Inc. employees' phone numbers or email addresses

Coastal Wealth, Inc. Global Highlights

North America
23

United States Of America
23

Coastal Wealth, Inc.'s Leadership

L. O.
Portfolio Manager
Mobile Phone
Email
A. M.
Financial Services Representative
Mobile Phone
Email
J. T.
Help Desk
Mobile Phone
Email
R. W.
Help Desk
Mobile Phone
Email

Coastal Wealth, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other

Contact profiles from Coastal Wealth, Inc.

Name

Title

Contact Info

Location

Last Update

L. O.
Portfolio Manager
Mobile Phone
Email
Oct 23, 2024
A. M.
Financial Services Representative
Mobile Phone
Email
Oct 17, 2024
J. T.
Help Desk
Mobile Phone
Email
Oct 22, 2024
R. W.
Help Desk
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Coastal Wealth, Inc. known for?

Coastal Wealth, Inc. operates in the Financial Services industry. The company's main headquarters is located in 28202 Cabot Road Suite 260 Laguna Niguel, California 92677 United States; you can contact the main corporate office by phone at

+1-714-974-****

. Explore Coastal Wealth, Inc.'s company overview page for more information.

What is Coastal Wealth, Inc.'s most common email format?

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

How many employees does Coastal Wealth, Inc. have currently?

Coastal Wealth, Inc. has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Coastal Wealth, Inc.'s key employees and leadership?

As of February 2026, Coastal Wealth, Inc.'s key employees include:

Portfolio Manager: L. O.
Financial Services Representative: A. M.
Help Desk: J. T.
Help Desk: R. W.

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