- Fee-Only Financial Services
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
- High Net-Worth Clients
- Tax Planning and Preparation
- Divorce Financial Planning
Farmingdale, NJ 07727
Dennis O'Brien is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Dennis O’Brien is President and founder, of Coastal Financial Advisors. Coastal Financial Advisors is a Registered Investment Advisor (RIA). As an RIA, we work as fiduciaries as required by the Investment Advisor Act of 1940.
A master problem solver, he works with you to find solutions with your financial matters. We work with individuals, families, entrepreneurs and business owners. Additional, we have worked with non-profits in many areas of financial matters.
Dennis has been quoted in Investor’s Business Daily and numerous other financial publications. He is a member of several professional associations including National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) and National Association of Tax Professionals (NATP).
Additionally, he has served as a board of director member on several non-profit organizations offering his financial, managerial and technical skills. He has helped raise over $850,000 over the several years for numerous non-profits.
Coastal Financial Advisors offers comprehensive financial advice. Services include investment management, financial planning, education/retirement/estate planning, tax preparation, insurance review and cash management. Additionally, for business owners and non-profits, we offer retirement plans including 401(k), SEP, SIMPLE, & 403(b).