WESTPORT, CT – 20 September 2023 – Coastal Bridge Advisors, a boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, proudly commemorates seven successful years of leadership in the L.A. office under the guidance of Advisor Kimberly Nelson, CFA®, and Managing Director / Advisor David James.

“We extend our gratitude for the consistent leadership and remarkable contributions to our firm’s success from our Los Angeles office over the past seven years,” expressed President Jeff Fuhrman. “Kimberly and David’s unwavering commitment to client advising, team leadership, and service excellence make them indispensable assets to our organization.”

Upon assuming leadership in L.A., the office managed under $100 million in assets. Today, that figure has grown more than eightfold.

David, who joined Coastal Bridge Advisors as Managing Director/Advisor in 2016, brings over three decades of financial services expertise. His career commenced in 1985 as a Financial Advisor at Merrill Lynch, followed by roles at Oppenheimer and Co, Inc., and a Managing Director of Wealth Management at UBS Financial Services. He achieved top Advisor status at UBS and founded The Paragon Group, a team specializing in crafting custom financial and retirement portfolios. David earned his bachelor’s degree in business economics and history from the University of California at Santa Barbara.

Kimberly, a Chartered Financial Analyst®, is dedicated to offering cutting-edge, well-researched financial guidance. Her specialization lies in divorce planning and financial advisory services. She frequently contributes to Forbes online on divorce and financial literacy topics. To enhance her expertise, she holds a degree in Business Finance, a designation as a Chartered Divorce Financial Analyst®, and memberships in both the CFA® Institute and the Los Angeles Society of Financial Analysts. Prior to Coastal Bridge Advisors, she honed her skills at Morgan Stanley, UBS Financial Services, and Oppenheimer and Co.

Beyond her financial work, Kimberly actively engages with Habitat for Humanity in the U.S. and Mexico. She previously served as a board member and Treasurer of Grades of Green, a nonprofit promoting environmental awareness among elementary school students. Kimberly was instrumental in establishing a financial literacy program for the Los Angeles Center for Law and Justice. Her dedication to community service earned her the 2019 Women of Achievement Award from the Century City Chamber of Commerce.

About Coastal Bridge Advisors
Coastal Bridge Advisors is an independent registered investment adviser founded in 2008 with the aim of providing better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. Its goal is to “Uncomplicate It” for clients, which means explaining even the most complex concepts in a way that delivers the clarity clients deserve. The firm strives to help its clients to more clearly plan for retirement and more simply transfer wealth to future generations so they may more effortlessly enjoy the lifestyle they want today.

For information regarding the firm, including its disclosures, visit www.coastalbridgeadvisors.com. Contact: Deirdre Childs, Director of Marketing, at 203-683-1530 or dchilds@coastalbridgeadvisors.com.