Ewelina Caplap Named Program Manager, Coastal Wealth Management
Ewelina Caplap has been appointed as Program Manager of Coastal Wealth Management, available through CFS*. In her role, Caplap will oversee the management of Coastal’s program, which covers investments, insurance, financial planning, trusts, and estate planning.
MaryAnne Gangoy, Coastal’s Chief Operations Officer said, “With her exceptional leadership skills and deep understanding of our business, Ewelina is the ideal person to guide our team toward continued success. Her vision for Coastal Wealth Management aligns perfectly with our goals, and we are confident that under her leadership, we will achieve new heights.”
Caplap brings 20 years of financial services experience to the role, primarily in investments, insurance, and operations. She has been an integral part of the Coastal team since 2015, demonstrating unwavering commitment in every initiative she has undertaken. Her ability to strategize and execute with precision has not only earned her this role but also the respect and admiration of her colleagues.
Caplap holds a BS in Marketing from Penn State University and an MBA from Moravian University. She also holds numerous financial services certifications and licenses.
Coastal Wealth Management Seminars
We offer new webinars on a monthly basis.
About Coastal
Coastal Credit Union is a not-for-profit, member-owned, financial cooperative, offering a full range of financial products and services. Coastal was chartered on August 31, 1967 with the mission of fostering the credit union philosophy of “people helping people.” Today, with $4.99 billion in assets, Coastal serves 331,000 members from 1,800 business partners and is among the leading financial institutions in North Carolina. Coastal operates 23 branches in central North Carolina and serves members in all 50 states through a network of 5,600 shared branches, 30,000 surcharge-free ATMs, mobile banking featuring mobile check deposit, and a robust offering of online services at www.COASTAL24.com. For more Coastal news, visit our online newsroom.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.