Coastal Financial Advisors

 

About Coastal Financial Advisors

Coastal Financial Advisors, a Registered Investment Advisor, is a "Fee-Only" financial planning firm. We offer services for individuals, families, and businesses.  Services include comprehensive financial and tax services, investment management, goal setting, insurance review, and estate planning. We accept the financial stress people live with and provide the time to help our clients enjoy their lives.

Our clients are people from all economic backgrounds and all walks of life. We tailor our services to the client needs. We believe that this is not a one-time event but rather a long-term process in order to achieve our client's goals and to build and sustain their net worth. We also coach entrepreneurs with the startup, purchase or sale of a business. Additional consulting is available for small business.

Dennis K. O'Brien,
President and Founder

Dennis O'brienDennis K. O'Brien holds Master degrees from Polytechnic University, NY and Stevens Institute of Technology, New Jersey, as well as a Bachelor degree from Rutgers University, NJ. He has passed the NASD Series 7 and 66 license exams. Additionally, he has been licensed by the state of New Jersey to provide insurance requests in the areas of life, health, property and casualty.  
 
Mr. O'Brien frequently attends conferences and seminars to maintain his professional development and to maintain current knowledge on the regular industry updates.  While Mr. O'Brien is licensed in these areas, he has committed his practice to "Fee-Only." By committing to a "Fee-Only" practice, he dispels any potential conflicts of interest by not selling any products and therefore receives no commissions introduced by doing so.  Mr. O’Brien is a Notary Public and a QuickBooks ProAdvisor.


Additionally, he is a member of several professional associations including National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) and National Association of Tax Professionals (NATP).

Civic and Charitable Activities

At Coastal Financial Advisors, Inc. we feel it is important to support our community by sharing our time, knowledge and skills, in addition to monetary contributions.

Family and Children’s Service http://www.fcsmonmouth.org/
Treasurer, Board of Directors  

Currently participate as the Chair of Policy and Program Committee and sit on the Finance Committee and Executive Committee.  Family and Children’s Service provides a variety of services including home health aide care, Adult Protective Services, Volunteer Center, Reading Buddies program, Representative Payee, SHIP, and RSVP to name a few. 

Catholic Charities Diocese of Trenton http://www.catholiccharitiestrenton.org/
Board of Directors Monmouth County  

Currently participate in several committees and program support.  Catholic Charities provides a variety of social services including addiction treatment services, domestic violence services, mental health and recovery services, and disaster response to name a few. 

United Way of Monmouth County http://www.uwmonmouth.org/ 

Coordinated development of the Non-Profit Learning Forum.  Developed and provided training for several classes including the Board of Director Governance, Risk Management and Disaster Planning. 

St. Catherine’s of Siena http://www.sienachurch.org/

St. Vincent de Paul Society.  St. Vincent de Paul Society provides assistance to anyone suffering or in need.   We have assisted in helping those in need with financial support in cases where sudden loss of job or unexpected expense arises. 

St. Veronica’s
Christmas Giving Tree
http://www.stveronica.com/ 
My wife, Karen, and I have coordinated a program that delivers over 1200 gifts to need families each year. 




For more information on Coastal Financial Advisors and the services we provide,
please contact us directly by calling 732-686-2330, or by filling out our online form.
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Coastal Financial Advisors, 503 Casino Drive - Farmingdale NJ 07727 - Phone (732) 683-2330

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