News

Coastal Bridge Advisors Named to AdvisorHub’s Top 100 RIAs to Watch

WESTPORT, CT – 24 July 2023 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce that firm Advisor Kimberly R. Nelson, CFA®, CDFA®, has been recognized as a Top 100 Advisors to Watch by AdvisorHub, ranking...

Planner Michael Kazakewich CRPC®, CFP® speaks with Fiduciary News on 401(k) savings

Planner Michael Kazakewich CRPC®, CFP® speaks with Fiduciary News on 401(k) savings

Saving for retirement or savings on taxes – which one is more important among 401(k) participants? In a recent FiduciaryNews.com story, Coastal Bridge Advisors’ Partner and Financial Planner, Michael Kazakewich, CRPC®, CFP®, responded: “The tax-deferred nature of retirement saving is the single biggest contributor to growth over time.”...

Kimberly Nelson, CFA® speaks on Financial Literacy with SheVentures Podcast

Kimberly Nelson, CFA® speaks on Financial Literacy with SheVentures Podcast

While April was #FinancialLiteracyMonth, every day should be an opportunity to stay financially savvy! Our very own Kimberly Nelson, CFA ® was featured on the SheVentures Podcast around a #finlit series of #financetips. “A big part of becoming #financiallyliterate is to understand your own budget, so you can save for the future, and let your money work for...

Bill Loftus speaks on Tax Loss Harvesting with Investment News

Bill Loftus speaks on Tax Loss Harvesting with Investment News

Tax-loss harvesting, higher interest rates and a 60% deduction against adjusted gross income for donors have contributed to higher cash donations to charity. “Those three things probably moved the needle toward cash contributions as opposed to in-kind contributions of either public or private assets,” said Coastal Bridge Advisors’...

Matthew Marini, CFP® speaks with Financial Advisor Magazine on disaster preparedness and your finances

Matthew Marini, CFP® speaks with Financial Advisor Magazine on disaster preparedness and your finances

Are you financially prepared for an emergency? Recently, Associate Director of Planning Matthew Marini, CFP® spoke with Financial Advisor Magazine about disaster preparedness for your finances. He suggested having ready access to credit: “Whether it be a credit card with a high spending limit or lines of credit secured by your home...

Coastal Bridge Managing Director/Advisor quoted in Bloomberg on IPOs

Coastal Bridge Managing Director/Advisor quoted in Bloomberg on IPOs

Investors are helping IPOs withstand market turmoil – but why? Managing Director David James tells Bloomberg: “With everything that’s happened in the market over the last year, they’re hopeful they can get involved in relatively early public companies going out at reasonable valuations.” Read the full article...

Advisor David James quoted in Financial Advisor Magazine on banking crisis

Advisor David James quoted in Financial Advisor Magazine on banking crisis

On the banking crisis: What should investors do? Coastal Bridge Advisors’ Managing Director/Advisor, David James, was quoted in a recent Financial Advisor Magazine story regarding the fears amid recent banking failures. Read the full article here: https://lnkd.in/gheSAXur. #WealthManagement #FinancialAdvisor #Banking #Finance Disclosure: This material by Coastal Bridge Advisors is for informational purposes only...

Kimberly Nelson, CFA® speaks on struggling couples’ and jointly held assets

Kimberly Nelson, CFA® speaks on struggling couples’ and jointly held assets

Some conflicting financial habits are an easy fix, but it’s important to not lose sight of the bigger picture. How do couples struggling financially address assets held jointly? According to Kimberly Nelson, CFA ® and CDFA®, financial advisor at Coastal Bridge Advisors, the answer is creative solutions and compromises. Read how...

Next Entries Previous Entries

Copyright © 2026 Coastal Bridge Advisors. All Rights Reserved.

Privacy Policy Professional Designation Disclosures
Important Consumer Disclosures Client Relationship Summary (CRS) Site Map

¹ This award was issued by Five Star Wealth Professional on September 29, 2022 for the time period 2/28/2022 through 9/2/2022. Fee paid for use of marketing materials. To receive this honor, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.

² Award evaluated time period of January 2021 through December 2023 team AUM. Top 100 RIA category awarded June 20, 2023. Participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.

³ This award was issued on 11/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were named 2023 Five Star Wealth Managers.