In a remarkable display of excellence and dedication, Coastal Wealth Management, available through CFS*, proudly announces that four of its esteemed investment advisors have been honored with the prestigious Pacesetter Awards by CUSO Financial Services, L.P. This year marks an extraordinary milestone as it is the 10th consecutive year Coastal Wealth Management advisors have received this recognition, and notably, the first instance where four advisors have been simultaneously awarded.
The Pacesetter Awards are renowned in the financial services industry, celebrating advisors who demonstrate unwavering commitment to high standards, exceptional service, and outstanding performance in investment services. This accolade is a testament to the advisors' dedication to serving their members with integrity and excellence.
Among the awardees, CFS* Financial Advisors Jonah Kaufman and Catherine Bryant have achieved the Gold Pacesetter Award, a recognition of their exceptional ability to meet and surpass production goals while delivering superior client service. Their achievement reflects their deep expertise and unwavering commitment to their members' financial success.
Additionally, Advisors Wayne Johnson and David Burk have been awarded the Bronze Pacesetter Awards, further underscoring the depth of talent and dedication within Coastal Wealth Management. Their achievement highlights their skill in navigating complex financial landscapes and their dedication to providing comprehensive and tailored investment solutions to their members.
"Jonah, Catherine, Wayne, and David have truly embodied the excellence we strive for at Coastal Wealth Management, and we couldn’t be prouder of their achievements,” remarked MaryAnne Gangoy, Chief Operations Officer at Coastal Credit Union. “Additionally, our heartfelt thanks go to Ewelina Caplap, our Program Manager, for her exceptional leadership. Our program’s accomplishments reflect the teams’ personal excellence and our shared dedication to delivering outstanding financial guidance and services to our members.”
This year's Pacesetter Awards are a clear indication of Coastal Wealth Management's enduring commitment to excellence in financial advisory services and its dedication to empowering members through informed and strategic financial planning.
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