Coastal Bridge Advisors
Bill Garcia is a seasoned professional in the wealth management industry, currently serving as Vice President of Wealth Platforms at Coastal Bridge Advisors since December 2021. In this role, Bill has led initiatives to revamp client reporting systems, enhancing overall firmwide efficiency through automation. Prior to this position, Bill was the Senior Operations & Daily Systems Team Lead at Fiducient Advisors, where responsibilities included overseeing operational and financial systems, as well as leading a significant reporting system conversion for High Net Worth clients. Bill's earlier experience at Fiduciary Investment Advisors encompassed roles as Senior Operations and Performance Analyst, focusing on efficiency and performance measurement across various client portfolios. Bill began their career as an intern at the Massachusetts Small Business Development Center and holds a Bachelor of Science in Business with a focus in Finance from Western New England University.
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Coastal Bridge Advisors
Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future. Our process is simple, comprehensive, and customized to your unique needs. We start by listening, working closely with you to help identify what you want, both financially and personally, today and in the future. Once we’ve helped you identify your goals, our team helps make sure you reach them. We’ve learned that for most of our clients, the best way to do this is to start with our thorough and customized Planning Process. Once you’re happy that the Planning Process has covered everything you need, we work closely with you to agree on the ideal course of action. Going forward, every meeting is tailored to your individual preferences which sets the stage for your client service experience as well as our ongoing relationship with you. If you would like to discuss our process, we would be happy to speak with you. The material by Coastal Bridge Advisors is for informational purposes only and not a substitute for personalized investment advice, recommendations, or solicitations of specific securities, strategies, or investment products. Actual economic or market events may differ from those presented. Advisory services are provided by Coastal Bridge Advisors, a registered investment advisor with the SEC. External materials on this site are provided for convenience. Coastal Bridge disclaims responsibility for, and does not control, recommend, or endorse, third-party sites, products, or services, nor their completeness, suitability, or quality.