News

Kimberly Nelson, CFA® speaks with Wealthramp on divorce financial planning

Kimberly Nelson, CFA® speaks with Wealthramp on divorce financial planning

Divorce can be complicated and uncomfortable – especially when significant financial assets are involved. Recently, Kimberly Nelson, CFA ®, CDFA® spoke with Pam Krueger of Wealthramp for this Worth Media Group article about the importance of working with your financial advisor to protect your finances while going through a #divorce. Read the full article here: https://lnkd.in/ePQWzHFH....

Kimberly Nelson, CFA® authors Forbes column on social security facts/strategies following divorce

Kimberly Nelson, CFA® authors Forbes column on social security facts/strategies following divorce

Newly divorced? If you’re the lesser-earning partner, know that the social security benefits you’re entitled to receive after divorce are not up for negotiation. Our advisor Kimberly Nelson, CFA ® recently authored a Forbes column explaining social security facts and strategies following your divorce. Click here to read the article: https://lnkd.in/emgrw-6F #WealthManagement #FinancialAdvisor #WomenAndDivorce #Forbes #FinancialPlanning...

Michael Kazakewich, CFP® weighs in with Fiduciary News on the SECURE 2.0 Act

Michael Kazakewich, CFP® weighs in with Fiduciary News on the SECURE 2.0 Act

With the SECURE 2.0 Act becoming law on December 29, 2022, many financial professionals have been questioning its impact on retirement savings opportunities. In a recent FiduciaryNews.com story regarding the newly signed legislation, Coastal Bridge Advisors’ Director of Planning, Michael Kazakewich, CRPC®, CFP® weighs in. Read the full article...

David James joins Bridgeford Trust on podcast discussing “Delivering Direction and Control”

David James joins Bridgeford Trust on podcast discussing “Delivering Direction and Control”

Coastal Bridge Advisors’ Managing Director/Advisor, David James joined David Warren, Co-Founder/Chairman of Bridgeford Trust Company, on Warren’s “Delivering Direction and Control” #podcast series. In this episode, they discussed the benefits of #alternativeinvestments when combined with a traditional portfolio of #stocks and #bonds. Listen to the podcast here: https://lnkd.in/eVRmbvvB. #FinancialPlanning #WealthManagement #RIA Disclosure: This material by Coastal Bridge...

CIO Jeffrey Kalapos speaks with Ben Mattlin for Financial Advisor Magazine re: alternative investments

CIO Jeffrey Kalapos speaks with Ben Mattlin for Financial Advisor Magazine re: alternative investments

Considering #alternativeinvestments? Recently, Coastal Bridge Advisors’ Director of Investment Services, Jeffrey Kalapos, spoke with Ben Mattlin for a Financial Advisor Magazine story about alternative investments – he calls real estate assets a “solid hedge against inflation.” Read the full article here: https://lnkd.in/d8-VxFMu. #WealthManagement #FinancialPlanning #AlternativeInvesting Disclosure: This material by Coastal Bridge Advisors is for...

Advisor David James quoted in US News & World Report

Advisor David James quoted in US News & World Report

Should I invest in high-yield dividend ETFs for retirement? Managing Director and Advisor David James says, “Dividend stocks have a long history of providing rising income over time, which helps retirees combat rising inflation,” in a recent U.S. News & World Report article. Read the full story here: https://lnkd.in/e5jv_Y_R....

Coastal Bridge CFP® Quoted in Forbes Magazine

Coastal Bridge CFP® Quoted in Forbes Magazine

After celebrating #IndependenceDay to honor our nation’s freedoms – have you ever stopped to think about how our Founding Fathers felt regarding #financialindependence? In a recent Forbes article, Coastal Bridge Advisors’ Partner and Advisor Michael Kazakewich, CRPC®, CFP® shared his thoughts, including his belief that self-reliance would remain a virtue that the #FoundingFathers would likely support...

Coastal Bridge Advisors Promotes Jeff Kalapos to Chief Investment Officer

Coastal Bridge Advisors Promotes Jeff Kalapos to Chief Investment Officer

WESTPORT, CT – 5 June 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 Jeff Kalapos, CFA®, CIMA®, has been promoted to the position of Chief Investment Officer (CIO), effective May 31....

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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.