Coastal Wealth Management, available through CFS*, is the recipient of five Pacesetter Awards, presented by CUSO Financial Services, L.P. This is the 11th consecutive year that Coastal Wealth Management has earned recognition, and the first time it has earned five awards.
CFS* financial advisors Catherine Bryant and Jonah Kaufman earned gold level Pacesetter awards for meeting 2024 production goals and providing outstanding client service. Additionally, advisors Sam Bogaczyk, David Burk, and Rick Lowe were recognized with silver level Pacesetter awards.
“We’re proud of our team and their dedication and support of Coastal’s members,” said Ewelina Caplap, program manager. “The financial landscape is complex, and each client has unique goals and needs. Arriving at comprehensive solutions tailored to those needs helps our team to stand out year after year.”
Coastal’s program is also a top 10 Gold Pacesetter Program. Coastal Wealth Management now manages over $895 million in members’ investible assets with CFS and Members Trust Company.