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Team

Why Coastal Financial Advisors

Why Coastal Financial Advisors

“Wealth does not come with a road map but with a personalized, tailored vision and plan, it can be mastered. This mastery is achieved by employing years of experience, best-in-class asset managers, cutting edge technology, and professional resources including financial, tax, estate and retirement planning. We employ these tools to compliment your financial plan, optimize your wealth opportunities, plan for long term care needs, manage your risk and more.”

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeannie Lee

Jeannie Lee

Marketing & Administrative Manager

David Young

David Young

Chief Investment Officer

Darren Leavitt

Darren Leavitt

CFA & Sr. Market Analyst

Peter  Van De Zilver

Peter Van De Zilver

CFA & Portfolio Manager