Meet the Team
Michael J. Cox, CFP®
CERTIFIED FINANCIAL PLANNER™, RJFS
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
PAW-fficer
Working with a CERTIFIED FINANCIAL PLANNER™
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.