Posts by: Dennis

Following the SECURE and CARES Acts, Members of Ed Slott’s Elite IRA Advisor GroupSM  Attend Semiannual Virtual Workshop on The Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws. Dennis K. O’Brien, of Coastal Financial Advisors, Inc., completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participatingContinue reading “Coastal Financial Advisors, Inc. Completes Advanced Virtual Training from America’s IRA Experts at Ed Slott and Company, LLC”

Catholic Charities, Diocese of Trenton is a faith-inspired social services agency whose mission is to renew lives and restore hope. In 2008, officials from the nonprofit selected Dennis K. O’Brien, president of Coastal Financial Advisors, Inc., as Chair of the agency’s Monmouth County Board, where he will also represent Monmouth County on the organization’s BoardContinue reading “Catholic Charities, Diocese of Trenton Selects O’Brien To Head Monmouth County Board”