Coastal Bridge Advisors
Michael A. Caruso, MBA, ChFC, has extensive experience in financial services and operations, currently serving as a Support Advisor in Client Operations at Coastal Bridge Advisors since October 2018. Prior roles include Junior Analyst and Manager of Portfolio Operations at Altium Wealth, Assistant Financial Advisor at Eagle Financial Strategies, and Sr. Loan Servicing Officer at First County Bank. Michael's career began with notable service in the US Navy, achieving the rank of Chief Petty Officer and Operations Manager. Educational credentials include an MBA in Project Management from Columbia Southern University, a Chartered Financial Consultant designation from The American College of Financial Services, and a Bachelor’s degree in Business Administration from both National University and the University of Maine.
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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.