Coastal Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Coastal Wealth Management
Team photo for Coastal Wealth Management

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Advisors

Jason Cerniglia

CFP®

Private Wealth Advisor

Chief Executive Officer of Coastal Wealth Management
Visit Jason Cerniglia's website

Bryan Lauriat

APMA

Financial Advisor

Managing Director of Coastal Wealth Management
Visit Bryan Lauriat's website

Michael Kelley

CFP®, APMA

Financial Advisor

Visit Michael Kelley's website


Team

Andrew Elish

Andrew Elish

Paraplanner,

Client Relationship Specialist

Personal Intro

Glastonbury, CT. office

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Carolyn Diebolt

Carolyn Diebolt

Client Concierge

Personal Intro

Glastonbury, CT. office

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Christina McDonald

Christina McDonald

Paraplanner,

Client Service Specialist
Marla Charron

Marla Charron

Financial Planning Analyst,

Paraplanner

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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Ryan Joelson

Ryan Joelson

Business Development Director,

Chief Operating Officer of Coastal Wealth Management

Personal Intro

Mystic, CT. and Glastonbury, CT. office

Qualifications

  • CFA
  • CPA
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Silviya Cassar

Silviya Cassar

Paraplanner,

Operations Specialist

Personal Intro

Mystic, CT. office

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Thomas Halpin

Thomas Halpin

Paraplanner,

Client Service Specialist