Coastal Wealth Management, available through CFS*, is the recipient of three Pacesetter Awards, presented by CUSO Financial Services, L.P. This is the seventh consecutive year that Coastal Wealth Management has earned recognition.
CFS* financial advisor Jonah Kaufman earned a gold level Pacesetter award for meeting production goals and providing outstanding client service. It is his sixth overall award and Coastal’s first gold. He was also profiled in the March/April issue of The Edge, CFS’ bimonthly publication. Additionally, advisors Catherine Bryant and Martin Gabel were recognized with bronze level Pacesetter Awards.
“The success of our program is a team effort,” said MaryAnne Gangoy, VP, Wealth Management “In addition to the referrals generated by other departments, being able to pivot to digital member engagement was critical to our 2020 success. Our team and Coastal’s marketing team worked hard together to launch streaming web events in the midst of COVID. It is one of the main factors that helped our advisors connect with our members to understand their Financial Planning goals while the branch lobbies were closed.”
Coastal Wealth Management