A complete list of active advisors currently associated with Sea Change Financial Planning

Warmer can help you find a great advisor at Sea Change Financial Planning or one who fits your needs even better.

Sea Change Financial Planning serves individual clients, including some high-net-worth households, offering investment management along with project-based, ongoing, and hourly financial planning. The firm also provides educational seminars and speaking engagements for organizations and the public, with content presented as general, non-individualized financial education. The firm develops individualized investment policies using fundamental analysis and a mix of passive and active vehicles, and it constructs portfolios to align with clients’ stated objectives, tax considerations, and risk tolerances. Notably, Sea Change reports $11,523,323 in non-discretionary assets under management and no discretionary AUM, meaning trades are implemented only with client authorization; the firm recommends Charles Schwab as a custodian. Compared with many peers, Sea Change is atypical in its reliance on non-discretionary management and its formal seminar/speaking program, which the brochure notes can be fee-based or provided pro bono. The firm serves a small roster of clients (28), the founder performs supervision and client reviews, and the brochure discloses the founder holds no professional designations, all of which may be relevant considerations for prospective clients.

To learn more about the advisors currently working at Sea Change Financial Planning, 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
Michelle Coffey	Point Pleasant, NJ	8

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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