Coastal Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Jason Cerniglia

CFP®, CRPC, CMFC

Private Wealth Advisor

Chief Executive Officer of Coastal Wealth Management
Visit Jason Cerniglia's website

Michael Kelley

CFP®, APMA, CEPA®

Financial Advisor

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Bryan Lauriat

APMA

Financial Advisor

Managing Director of Coastal Wealth Management
Visit Bryan Lauriat's website

James Alexander Cunningham

CFP®, APMA

Financial Advisor

Visit James Alexander Cunningham's website

William Wright

Financial Advisor

Visit William Wright's website

Steve Lovoy

Financial Advisor

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Tim McLarty

CMFC, APMA

Financial Advisor

Chartered Mutual Fund Counselor™
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Alicia Ahern

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Alicia Ahern's website

Tim Letsch

Financial Advisor

Visit Tim Letsch's website


Team

Ryan Joelson

Ryan Joelson

Business Development Director,

Chief Operating Officer of Coastal Wealth Management

Personal Intro

Mystic, CT. and Glastonbury, CT. office

Qualifications

  • CFA
  • CPA
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Silviya Cassar

Silviya Cassar

Operations Specialist,

Chartered Retirement Planning Counselor™

Personal Intro

Mystic, CT. office

Qualifications

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Trisha Boggs

Trisha Boggs

Client Concierge

Thomas Halpin

Thomas Halpin

Paraplanner,

Client Service Specialist
Tina Straut

Tina Straut

Paraplanner,

Chartered Retirement Planning Counselor™

Personal Intro

Pensacola, FL

Roles & Responsibilities

  • Notary
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Chrystal Emmite

Chrystal Emmite

Client Service Specialist,

Chartered Retirement Planning Counselor™

Personal Intro

Pensacola, FL

Roles & Responsibilities

  • Notary
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Rollinda VanLanen

Rollinda VanLanen

Marketing Manager,

Client Concierge

Personal Intro

Mystic, CT. office

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Marla Charron

Marla Charron

Financial Planning Analyst,

Client Service Specialist

Personal Intro

Glastonbury, CT. office

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Carolyn Diebolt

Carolyn Diebolt

Client Concierge

Personal Intro

Glastonbury, CT. office

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Christina McDonald

Christina McDonald

Paraplanner,

Client Service Specialist
Andrew Elish

Andrew Elish

Paraplanner,

Client Relationship Specialist

Personal Intro

Glastonbury, CT. office

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