RALEIGH, N.C.– Coastal Wealth Management, available through Coastal Credit Union, was named the recipient of three Pacesetter Awards, presented by CUSO Financial Services, L.P.
This is the eighth consecutive year that Coastal Wealth Management has earned recognition, collecting 17 awards during that time period.
CFS financial advisors Jonah Kaufman and Catherine Bryant earned a gold level Pacesetter awards for meeting 2021 production goals and providing outstanding client service. Additionally, advisor David Burk was recognized with a silver level Pacesetter award.
“The success of our program is a team effort,” said MaryAnne Gangoy, VP, Wealth Management. “Our program’s primary goal is to help our members review all aspects of their financial journey and identify doable steps to reaching a secure financial future through our Financial Planning Process. An individualized Financial Plan is the compass our members can follow with the guidance of our CFS financial advisors to provide them direction towards their goals and dreams.”
“In addition, we work very closely with our Coastal partners to identify ways to save our members money through our referral process. Member expectations have changed, so we need to understand our memberships’ goals. Our Program continues to adapt and stay innovative in our offerings and our team strives to provide a high level of member service.”