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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
November 01, 2008 at 04:00 AM
Dennis K. O’Brien
President & founder
Coastal Financial Advisors
503 Casino Drive
Farmingdale, New Jersey 07727
Phone: 732-683-2330
Web site: www.coastalfa.com
Year firm established: 1999
Advisors in firm: 1
Number of clients: 25
Compensation: fee-only
Client minimum: None
Fee schedule: varies according to AUM, income, and complexity
Education: BA in economics, Rutgers University; MS in technology management, Polytechnic University, New York; Masters Certificate in project management, Stevens Institute of Technology
Professional memberships: National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and National Association of Tax Professionals (NATP)
Miscellany: QuickBooks ProAdvisor; notary public
Previous incarnations: sold proprietary mutual funds; computer specialist and manager with AT&T Labs, Bell Labs, Lucent Technologies
Volunteer work: Family and Children’s Service of Monmouth County, treasurer, chair of policy and program committee, board of directors; Catholic Charities Diocese of Trenton, board of directors, Monmouth County; United Way of Monmouth County; St. Catherine of Siena, Farmingdale, St. Vincent de Paul Society
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