Coastal Wealth Management
We specialized in strong analysis of both your long term financial goals and immediate needs to develop a financial plan and investment portfolio structure to attain your objectives. With over 25 years working at Goldman Sachs and ultimately Morgan Stanley as a trader and equity analyst, we monitor the economy and financial markets and adjust investments as necessary. Our motivation is for our clients to be secure in the knowledge that their goals will be achieved.
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Verified contacts
7
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
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no listings
Distinct roles
7
indexed titles
Tech stack
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tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- EC
Eric Cox
President · General Business & Management
EmailPhone - KZ
Kirk Zickler
Managing Partner CEO · General Business & Management
EmailPhone
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Top roles at Coastal Wealth Management
7 distinct titles indexed · top 7 shown.
- 1client services manager
- 1director of marketing
- 1founder & ceo
- 1managing director
- 1managing partner ceo
- 1president
- 1south jersey treatment management company
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