Coastal Wealth Management

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Jason Cerniglia

Jason Cerniglia

CFP®

Private Wealth Advisor

Chief Executive Officer of Coastal Wealth Management
Visit Jason Cerniglia's website
Advisor photo for Michael Kelley

Michael Kelley

CFP®, APMA®

Financial Advisor

Managing Director of Coastal Wealth Management
Visit Michael Kelley's website
Advisor photo for Nick Moura

Nick Moura

CFP®, APMA®, AWMA®

Financial Advisor

Visit Nick Moura's website
Advisor photo for Owen Odonnell

Owen Odonnell

APMA®, CRPC

Financial Advisor

Visit Owen Odonnell's website


Team

Ryan Joelson

Ryan Joelson

Business Development Director,

Chief Operating Officer of Coastal Wealth Management

Personal Intro

Mystic, CT. and Glastonbury, CT. office

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Silviya Cassar

Silviya Cassar

Operations Specialist,

Paraplanner

Qualifications

  • CRPC

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Carolyn Diebolt

Carolyn Diebolt

Client Concierge

Personal Intro

Glastonbury, CT. office

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Marla Charron

Marla Charron

Financial Planning Analyst,

Client Service Specialist

Personal Intro

Glastonbury, CT. office

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Andrew Elish

Andrew Elish

Paraplanner,

Client Relationship Specialist

Personal Intro

Glastonbury, CT. office

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Rollinda VanLanen

Rollinda VanLanen

Marketing Manager,

Client Concierge

Personal Intro

Mystic, CT. office

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Thomas Halpin

Thomas Halpin

Paraplanner,

Client Service Specialist
Sydney Ratte

Sydney Ratte

Paraplanner