A complete list of active advisors currently associated with Coastal Capital Advisors
Warmer can help you find a great advisor at Coastal Capital Advisors or one who fits your needs even better.
Coastal Capital Advisors serves individuals and families as well as trusts, estates, business entities, charitable organizations and retirement plans, providing discretionary investment management together with comprehensive financial planning and wealth management. The firm combines ongoing portfolio oversight with an individualized investment policy statement and can review held‑away employer retirement accounts through a third‑party account‑aggregation platform. Investment programs generally blend active and passive, long‑term, value‑based asset allocation and are implemented with customized portfolios of individual stocks, bonds, closed‑end funds and ETFs; Adviser also may employ option overlays such as covered calls and provides financial planning advice tied to clients’ tax status, liquidity needs and time horizon. Adviser frequently uses third‑party managers for specialized strategies and retains discretion to rebalance and trade accounts in service of clients’ objectives. What distinguishes the firm from many peers is its routine integration of outside specialists and services into client programs — including recommending SyntheticFi for securities‑backed box‑spread loans and Nuveen for certain tax‑advantaged long/short equity strategies, and facilitating access to Uprise for tax preparation and planning. The firm requires a single custodian relationship and maintains a prime‑brokerage arrangement to access specific corporate bond execution services while disclosing the operational relationships and potential conflicts that arise from those arrangements.
To learn more about the advisors currently working at Coastal Capital Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Irvine, CA
| 13
| |
Irvine, CA
| 6
|
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