Coastal Bridge Advisors
Marina Meltz is an experienced finance professional currently serving as a Senior Associate in Client Service at Coastal Bridge Advisors since March 2022. Prior experience includes over a decade at General Atlantic, progressing through roles such as Associate in Tax & Estate Planning and Coordinator in Finance and Family Office. Marina’s career also includes positions as a Registered Sales Assistant at Opus Advisory Group and an AML Specialist at Optima Compass Group. Early career experience includes working as a Workflow Coordinator for Variable Annuities at Manulife Financial. Marina holds a Bachelor's degree in Psychology from Iona University, earned between 1996 and 2000.
This person is not in any teams
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.