727.910.2001 [email protected]

Meet the Team

Our experienced team works with you so you can identify what steps you can take to help create a secure tomorrow. We work together to navigate through a realistic course for your future, plan effectively and invest wisely.

Michael J. Cox, CFP®


President, Coastal Bay Wealth

Nicholas A. Manns

Financial Advisor, RJFS

Vice President, Coastal Bay Wealth

Nick Bogdan

Financial Advisor, RJFS

Jana Paulk

Client Service Associate, RJFS

Chief “Carter” Cox

FUR-nancial Advisor

Chief Operating


Michael has earned his CERTIFIED FINANCIAL PLANNER™ designation, or CFP® professional certification. To earn his CFP® Michael completed hundreds of hours of rigorous courses and examinations. These courses were then followed by a 10-hour examination administered according to the Certified Financial Planner Board of Standards.

The qualification process is an array of advice and skill-based approaches that distinguishes CERTIFIED FINANCIAL PLANNER™ CFP® practitioners from other professional advisors, who typically focus on only one area of a client’s financial life.

Certified Financial Planner board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

Wealth is not all about money—it is about being in a position to do the things that matter most to you

We provide thoughtful advice and create strategies designed to help you prepare for and meet all of the critical events throughout your financial journey. While we are not tax or legal advisors we will be happy to coordinate with your professionals to create a legacy plan that is designed to help minimize taxes and control the distribution and transition of your wealth.