Coastal Financial Partners Group, LLC* is an advanced insurance general agency with offices in California. Our insurance professionals provide financial solutions in areas such as wealth protection and accumulation, retirement income, business owner succession, estate liquidity, insurance planning and analysis. Our firm has highly talented specialists in a variety of areas who are committed to providing exceptional service to our producers and their clients.

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Founders

Mission

*DBA Gary Schulte Insurance Services, LLC

CA Agency Ins Lic #0G13572.

The Coastal Financial Partners Group team specializes in helping clients protect their wealth from higher taxes and uncertain times.

We assist our clients in the creation and preservation of wealth in both their business endeavors and personal lives. With this in mind, we evaluate research and analyze each unique situation in pursuit of innovative, yet practical strategies.

By not being limited to any specific solution or combination of solutions, we become our client’s single source of developed wealth strategies. Our dedication to working in harmony with our client’s other advisers is central to the goal of achieving results that meet or exceed expectations.

Coastal Financial Partners Group DBA Gary Schulte Insurance Services, LLC is an advanced insurance general agency with offices in California. For more information, please contact us at our main office location:

1888 Century Park East, Suite 1625
Los Angeles, CA 90067

Map and Directions

Office: (310) 788-3805
Fax: (310) 788-3997
Email: julie@coastalfpg.com

For a directory of our agency principals, staff and specialists, click here:

Key Contacts

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