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Cpfa® Sam Eppy

Head of Financial Planning at Coastal Wealth

  • LinkedIn

I have always been fascinated with numbers and finance. I also enjoy working with my clients other advisors- Lawyers, Accountants, Financial Advisors to coordinate the best plans/results ...

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COASTAL WEALTH

COASTAL WEALTH

  • description Description
    At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to h...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Coastal Wealth Org Chart and Mapping

Maria Bueno

Executive Assistant to CEO

Employees

Noah Kahn

Vice President, Business Development

Jeff Schechtman

Financial Services Representative

Brent Gills

Financial Services Professional

Howard Wolkowitz

Financial Advisor, Financial Services Representative

Alfred Patterson

Financial Services Representative

Jose Lopez

Financial Services Representative

Frequently Asked Questions Regarding Cpfa® Sam Eppy

Answer: Cpfa® Sam Eppy works for Coastal Wealth as Head of Financial Planning

Answer: Cpfa® Sam Eppy’s role in Coastal Wealth is Head of Financial Planning

Answer: Cpfa® Sam Eppy's email address is s***@gmail.com

Answer: Cpfa® Sam Eppy's business email address is s****@mycoastalwealth.com

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Answer: Cpfa® Sam Eppy works in the industry of: Financial Services

Answer: Cpfa® Sam Eppy is the current Head of Financial Planning at Coastal Wealth.... Read More

Answer: Cpfa® Sam Eppy works Coastal Wealth located at 250 S Australian Ave Ste 1200, Fort Lauderdale, Florida, 33401, United States

Answer: Coastal Wealth's Head of Financial Planning is Cpfa® Sam Eppy

Answer: Cpfa® Sam Eppy contact details:

  • Phone number  :  (***)-***-****
  • Email  :  s****@mycoastalwealth.com

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