Gold Coast Wealth Advisors

We seek to form a relationship with our clients based on the kind of loyalty and integrity that is normally reserved for family. With these values at our root, we make your goals and financial needs our priority, providing guidance through a financial planning process that is tailored to you. We strive to work with passion, humility and professionalism in all of our interactions with you.

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Team photo for Gold Coast Wealth Advisors
Team photo for Gold Coast Wealth Advisors

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Advisors

Najala Langlois

Financial Advisor

Visit Najala Langlois's website

Kathleen Bresnan

CFP®, CRPC

Private Wealth Advisor

Visit Kathleen Bresnan's website

Mark Peterson

CFP®, ChFC®

Financial Advisor

Practice Manager
Visit Mark Peterson's website


Team

Rebecca O'Brien

Rebecca O'Brien

Client Concierge

Personal Intro

Rebecca joined Ameriprise in 2020 bringing 30+ years of administrative experience with focus in Executive and Practice Management. As the main interface for the practice, she serves as the direct liaison to your advisor overseeing account maintenance, licensing requirements, events and is the notary public for our office. She lives locally in Hauppauge with her husband Kevin and three children, Emma, Gavin, and Colin.

Qualifications

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