Jesse Cox is the Founder and Owner of Coastal Wealth Management. He does what he does because it matters. He changes Family Trees: What does that mean? It Means that The Planning and Investing he does for you and your family may impact and change the quality of your kids and grandkids lives possibly forever. If you have ever thought about passing on a meaningful inheritance to your family, retiring confidently or simply living your FINANCIAL life to its highest level – Jesse is the Financial Planner for you.
He joined the Financial Industry family in 1999 doing everything from stock trading to annuity sales and marketing. His focus was on the Operations side of the business, dedicated to serving clients as the Director of Operations at a local firm. Next, he moved on to spend more time solving client financial problems as a leading Senior Sales Associate, he assisted in growing a firm by 15% plus per year to over 160 million. Marketing and Financial Advising eventually became his primary function teaching various seminars and financial planning workshops at the local colleges. There he focused on educating pre-retirees and retires on Investing, Budgeting, Insurance and Estate Planning. During that time he taught more than 500 families about these subjects and expanded on strategies to meet many different walks of life.
Jesse is registered as a General Securities Representative and hold FINRA registrations Series 7, 63, & 66. He also holds a CA Insurance license #0D39844.
He spent 14 years in the financial industry with one of the largest brokerage houses in the business. He gained essential knowledge about building his business to serve rather than to make money. He found that by dedicating his time to serve his clients’ financial needs with the highest level of integrity and transparency, you help them retire more confidently knowing they have a support team to be there for them through even the toughest times.
8 years ago Jesse established his own firm based on 3 things: TIME, KNOWLEDGE and PASSION. His belief is that in order to manage a successful retirement you need to have the time to do it, the know how, and the passion to get up in the morning and do it. He discovered that the majority of the clients have 1 or 2 of these but are lacking one. The services provided as your family or businesses personal advisor range from full comprehensive financial plans, individualized portfolio construction, reit transactions, life/long term care insurance planning, tax planning strategies and helping navigate financial concepts for a wide variety of life decisions.
Coastal Wealth Management’s experience lies in the ability to create potential steady cash flow during retirement, help minimize the tax impacts, and establish a plan to move your estate to future generations. Coastal Wealth Management does not represent any one company, institution or sponsor. The advice and investment selection is unbiased and always in our clients’ best interest.
Investors should be aware that investing based upon a strategy or strategies does not assure a profit or guarantee against loss. Insurance and annuities are products of the insurance industry. Guarantees are subject to the claims-paying ability of the insurance company and surrender charges may apply if money is withdrawn before the end of the contract. Independent Financial Group (IFG) nor any IFG Registered Representative gives advice on tax issues, these matters should be discussed with your tax professional.