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.

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

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Advisors

Advisor photo for William Wright

William Wright

APMA®

Financial Advisor

Visit William Wright's website
Advisor photo for Jason Cerniglia

Jason Cerniglia

CFP®, CRPC, CMFC

Private Wealth Advisor

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

Tim McLarty

CMFC, APMA®

Private Wealth Advisor

Chartered Mutual Fund Counselor™
Visit Tim McLarty's website
Advisor photo for Tim Letsch

Tim Letsch

APMA®

Financial Advisor

Visit Tim Letsch'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 Owen Odonnell

Owen Odonnell

APMA®, CRPC

Financial Advisor

Visit Owen Odonnell's website
Advisor photo for Nick Moura

Nick Moura

CFP®, APMA®, AWMA®

Financial Advisor

Visit Nick Moura's website


Team

Trisha Boggs

Trisha Boggs

Client Concierge,

Chartered Retirement Planning Counselor™
Tina Straut

Tina Straut

Paraplanner

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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Rollinda VanLanen

Rollinda VanLanen

Marketing Manager,

Client Concierge

Personal Intro

Mystic, CT. office

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Andrew Elish

Andrew Elish

Paraplanner,

Client Relationship Specialist

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 Rasnick

Andrew Rasnick

Paraplanner