Financial Review Catherine Bryant

To retire better,
you need to plan better.

As a Coastal member benefit, you’re entitled to a complimentary financial review, giving you the power today to make a difference for your future.

You’ve already found a better way to bank at Coastal. Now let’s continue the journey. Coastal Wealth Management shares in the same credit union philosophy of “people helping people.” So we focus on you, the member. Our advisors are here to listen to your goals and find stragegies to help pursue them.

Get a no-cost, no-obligation review to make sure your financial plan towards retirement is on track.

Analyze all aspects of your current financial plan to see if you are currently on track to achieve your financial goals.

Include a personalized strategy to pursue your financial goals if you are not on track.

Create a retirement review schedule and address any life changing events.

Alwyn Ngo

Client Service Liaison

ango@coastal24.com

Alwyn Ngo is a Client Service Liaison with the Coastal Wealth Management team. Before stepping into the financial world, he worked in cafés, restaurants, and real estate—and still holds an active license with Daymark Realty.He also has...

Catherine Bryant

Wealth Advisor

Locations: Carrboro, North Harrison, Crescent Commons, Cornerstone Background: Catherine's personal goal is to build deep relationships with her clients and help them pursue financial goals through objective management of investment...

Cheryl H. Guy

LPL Registered Financial Assistant to Wealth Advisor Catherine Bryant

cguy@coastal24.com

Chris Bausback

LPL Registered Financial Assistant

cbausback@coastal24.com

David Burk

Financial Advisor

Location: Page Road Background: David helps clients with financial planning and advising in the Research Triangle Park area. This experience has grown his knowledge in strategic investment and retirement planning for individuals and...

Drew Snider, CFP®

Sr. Paraplanner

asnider@coastal24.com

Location: Shannon Road Background: Drew loves the satisfaction of knowing a family has a plan to reach their goals and the insurance in place to protect those goals when things go wrong. He believes what makes him unique is his ability...

Ewelina Caplap, MBA, MSIS, PMP^®,CLU^®, ChFC^®

Vice President and Program Manager

ecaplap@coastal24.com

As a growth-minded leader in wealth management, Ewelina Caplap is dedicated to enhancing the financial well-being of Coastal Credit Union members. Serving as the Wealth Management Program Manager, through CUSO Financial Services, L.P.,...

Johnny Medlin

LPL Registered Financial Assistant to Wealth Advisor Jonah Kaufman

jmedlin@coastal24.com

Jonah Kaufman

Wealth Advisor

Location: Creedmoor Background: Jonah began his career as a registered representative with a mutual fund company. He then transitioned to Coastal Wealth Management in 2011.He is a...

Justin Meservier

LPL Registered Financial Assistant to Financial Advisors Rick Lowe, David Burk, and Sam Bogaczyk

jmeservier@coastal24.com

Marcin Swiderski, CFP®, MBA

Financial Advisor

mswiderski@coastal24.com

Locations: Holly Springs

Mark R. Stein

Financial Advisor

mstein@coastal24.com

Locations: Saint Albans, Crabtree

Rick Lowe

Financial Advisor

Locations: Brier Creek, Durham South Square, Hope Valley Background: Rick is a graduate of Morehead State University in Morehead, Kentucky where he earned his Bachelor’s degree in Business Administration and was a four year...

Sam Bogaczyk

Financial Advisor

Locations: Creedmoor Background: Sam Bogaczyk was born and raised in Raleigh, NC and is grateful for every opportunity to serve the community through Coastal Wealth Management. Sam graduated from Appalachian State University after majoring

Simmi Prasad, MBA, CSRIC®, CTFA

Operations Manager

sprasad@coastal24.com

Simmi Prasad, MBA, CSRIC®

*Offer valid through December 31, 2019, for members who roll over either an IRA or 401(k) with Coastal Wealth Management, available through CUSO Financial Services, L.P. Money will be deposited into your primary savings once the rollover funds are invested with Coastal Wealth Management. Qualifying members will receive $50 for rollovers between $10,000-$49,999.99 and $100 for rollovers of $50,000 or more. Must schedule an appointment with Coastal Wealth Management by December 31, 2019 to receive this offer.

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Financial Review Catherine Bryant

To retire better,you need to plan better.

Have a Question?

To retire better,
you need to plan better.