Meghan Coolbaugh
MA, CFP®
Oak Street Advisory Group, LLC
Owner
Meghan Coolbaugh
MA, CFP®
Oak Street Advisory Group, LLC
Owner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Meghan Coolbaugh, MA, CFP®
Fee-Only financial planner located in Laguna Beach, CA, serving clients locally and across the country
Meet Meghan Coolbaugh
Meghan Coolbaugh is a Laguna Beach, CA fee-only financial planner. Oak Street Advisory Group, LLC provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Meghan Coolbaugh is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Meghan Coolbaugh is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Meghan Coolbaugh is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Meghan Coolbaugh
Office Locations:
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1100 S Coast Hwy
Suite 210A
Laguna Beach, CA 92651
