Coastie Tax & Financial Planning, LLC, Aka Coastie Financial, LLC

Coastie Tax & Financial Planning, LLC, Aka Coastie Financial, LLC

1 hire on Thervo
1 employee
2 years in business

About this pro

We start with the end in mind.

As a retired Coast Guard Lieutenant Commander and former Chief Petty Officer, I feel re-energized to provide (4) lines of business to those in need of help:

(1) Financial Planning

(2) Tax Preparation for Individuals & Small Businesses

(3) Accounting (Bookkeeping - Quick Books)

(4) Consulting for Individuals, Local, State, & Federal Financial Management, and Career Coaching. 

While the Coast Guard is an obvious niche, we can help any US taxpayer.  Our business is a high-tech, cloud-based business so we can assist you no matter where you are or where we are. While in the Coast Guard, I've been fortunate to obtain three degrees: BSBA-Finance (ECU), Master of Accounting (NCSU), and MBA-Finance (NCSU).  I also earned the Certified Government Funds Manager (CGFM) during my first year as the Budget Officer of the Coast Guard's Fourteenth District, where I managede a $30M annual appropriation.  I look forward to learning about others and their life experiences.

Helping others. I can't think of any job-related task where the outcome is providing professional services to make someone else's life (both currently and in the future), better. 

More about me on LinkedIn: or Google Coastie Financial, LLC

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Fairfield, CA 94535
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What is your typical process for working with a new customer?

If the new customer offers to talk, I do as much listening as possible and only redirect as needed.  I like to ensure the customer understands what we can and cannot do for him, and I also want him to understand the fee structure.  So, in summary, I'd say it's part discovery and part educational with regard to process. 

What education and/or training do you have that relates to your work?

Master of Accounting, North Carolina State University 2016

MBA-Finance, NCSU; BSBA-Finance, ECU

Certified Governement Funds Manager.  Worked as a licensed insurance agent and secruities broker for Edward Jones Investments and Fidelity Investments. 

QuickBooks Online expertice.

Registered Tax Practitioner with the IRS.

What types of customers have you worked with?

I have advised customers of all ages and financial situations, predominantly through experiences at Edward Jones Investments, Fidelity Investments, Teaching business and personal finance classes, and providing training and counseling to thousands of Coast Guardsmen and Women as a certified Command Financial Specialist in the U.S. Coast Guard. 

What advice would you give a customer looking to hire a pro in your area of expertise?

Inquire about their experience, education, the type of software they use and why, and finally what cybersecurity measures are in place to protect your personally identifiable information.

Services offered

Accountants Bookkeepers Business Coaches Business Consulting Services Business Plan Consultants Business Tax Preparation Career Coaches Career Counselors Copy Editors CPA Firms Creativity Coaches Data Analysis Editors Email Marketing Services Financial Advisors Individual Tax Preparation Document Preparation Services Life Coaches Resume Services Social Media Marketing Companies