About Us

Coast was built to offer something better for high-income millennials navigating equity compensation: tax-first, strategic advice from a CFP® and Enrolled Agent that prioritizes clarity, alignment, and long-term wealth building.

15+

States served

50+

Clients served

5.0⭑

Avg. client rating

150+

Plans created
Our Expert

Meet Our Expert Financial Advisor

Joe started Coast after seeing too many smart, successful people, especially those with RSUs, stock options, and other equity compensation, get generic advice for a genuinely complex situation. As a CFP® and Enrolled Agent (EA), Joe pairs financial planning with federally licensed tax expertise, so equity decisions get made with the tax consequences already priced in, not discovered in April.
Joseph D.Stabile
Founder of Coast Financial
CFP®, EA
Specializing in tax planning and equity compensation strategy for entrepreneurs and executives earning $300k+
✅ Wealthtender Certified Advisor Review™
The 90-Second CFO 💸
Subscribe to our newsletter for free financial clarity.
Get one real client question answered  every Friday at 7am. No fluff. No pitch.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Legal
Form ADV
Form CRS
Privacy Policy
Contact
info@coast-fp.com
(732) 889-7951
© 2026 Coast Financial
Advisory services offered through Coast Financial a DBA of Forefront Advisor Network. Forefront Advisor Network is registered as an investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FAN/FWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FAN/FWP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Coast Financial does not provide tax or legal advice.