Coastal Bridge Advisors

We are thrilled to announce that Liz Perez has been promoted to Chief Compliance Officer (CCO) at Coastal Bridge Advisors! For over 16 years, Liz has been a cornerstone of our team, bringing unparalleled expertise and dedication to ensuring our firm’s commitment to the highest regulatory standards. Her most recent role as Director of Compliance showcased her ability to navigate the complexities of an evolving financial landscape with grace and precision. Jim Pratt-Heaney, CIMA?, Founding Partner at Coastal Bridge Advisors, shared his admiration: “From the inception of the firm 16 years ago, I’ve always known that if Liz was involved, she would consistently do what’s best for both our clients and the firm.” As CCO, Liz will oversee all compliance-related activities, championing proactive strategies to mitigate risk while maintaining our firm’s reputation for integrity, transparency, and client trust. Reflecting on her new role, Liz said: "I am deeply honored to officially step into the role of Chief Compliance Officer at Coastal Bridge Advisors. I am committed to building on our firm’s strong compliance culture and to delivering meaningful.” Please join us in congratulating Liz on this well-deserved achievement! Click here to read more: https://lnkd.in/etr3bGFJ #Leadership #Promotion

We’re proud to announce that our own Kimberly Nelson, CFA ? has been featured in Yahoo Finance’s article, “6 Ways to Lower Expenses in Retirement While Still Living a Luxurious Lifestyle.” Kimberly shares her valuable expertise on evaluating expenses, ensuring every dollar spent aligns with your goals. She also discusses smart strategies for reducing retirement costs, like moving to lower-tax states, enjoying local attractions, and more! Don’t miss out on these insightful tips to make the most of your retirement! Read the full article here. https://lnkd.in/efphepYK

We’re thrilled to congratulate our very own Jim Pratt-Heaney, CIMA? on his feature in Moffly Media's Westport Magazine and Greenwich Magazine’s “Money Matters” section! Jim’s article, Getting A Fix on Fixed Income, dives into the strategic role of bonds in your investment portfolio and the importance of aligning them with your financial goals—not just reacting to market changes. As he insightfully puts it, “The bonds in that portfolio should be there for a specific reason – not because the market changed, but because your goal changed.” Curious to learn more about Jim’s advice on balancing bonds and equities? Check out his article on page 56 here. https://lnkd.in/eVGQxhbe

To those who serve now or served in the past, We are thankful for the gift of protection, a gratitude that will forever last. For the sacrifices made, come what may, We at Coastal Bridge Advisors honor and salute you every day. Happy Veterans Day! #VeteransDay #Thankful

Happy Halloween from your team at Coastal Bridge Advisors! Taking a moment to wish our clients and friends a safe, memorable holiday filled with delicious and spooky treats! May Coastal Bridge Advisors always lift your spirits! ?? #HappyHalloween

We are proud to announce that our Senior Wealth Advisor, Kimberly Nelson, CFA ?, was recently featured on the Women Winning Divorce podcast, hosted by Heather Quick. During the episode, Kimberly?shared her expert insights on navigating the complexities of divorce financial planning, with a focus on negotiating fair alimony, identifying hidden assets, and understanding the impact of changing laws and economic conditions on long-term financial security. This conversation offers valuable knowledge for anyone looking to safeguard their financial future during and after a divorce. We encourage you to tune in and learn from Kimberly's experience and expertise. #DivorceFinancialPlanning #WealthManagement #CoastalBridgeAdvisors #FinancialSecurity https://lnkd.in/eSfwhbMa

We are proud to celebrate 16 years of Coastal Bridge Advisors! This milestone wouldn’t be possible without our valued clients — you are the heart of our success, and we are endlessly grateful for your trust and partnership. To mark this occasion, our #Westport office enjoyed a delightful breakfast catered by our local spot, Mike's Deli & Catering! As we reflect on our journey, we’re excited about the incredible milestones ahead. Together, let’s continue to inspire each other with our commitment, positivity, and shared vision. Here’s to another 16 years of collaboration and success! To our exceptional team, thank you for your hard work, dedication, and passion. And a special thank you to our founding partners, Jim Pratt-Heaney, CIMA?, Bill Loftus, and Kevin Burns, whose leadership and vision have shaped Coastal Bridge Advisors into what it is today. Here’s to many more years of growth and success together!

Last night, members of the Coastal Bridge Advisors team, along with our colleagues from TrinityPoint Wealth, Jim Betzig, CIMA?, and Mark Dupont, had the pleasure of attending Randi Lehrman's Gold Coast Connect event at the lovely Gabriele's of Westport! ?It was a wonderful opportunity to meet new faces and deepen connections within our community. Engaging in meaningful conversations allowed us to learn from one another and build new friendships. Events like this remind us of the vibrance of our #WestportCommunity and the importance of collaboration. A heartfelt thank you to Randi for hosting such an incredible evening. We are truly grateful for the chance to participate.

We at Coastal Bridge Advisors want to extend a big thank you to everyone who joined us for Saturday’s Shredding Event! Despite the rain, it was still a wonderful fall morning, and we were thrilled to connect with so many new faces in the community. A special shoutout to Kim Forcier for organizing such a fantastic event. We look forward to hosting more events like this in the future and continuing to engage with even more members of our community!