Financial, Retirement and Estate Planning Strategies for the Business Owner and the Affluent

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.

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About Us

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. Coastal Financial Partners Group* 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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Contact Us

Coastal Financial Partners Group DBA Gary Schulte Insurance Services, LLC is an advanced insurance general agency with California offices in Los Angeles, Orange County and San Francisco. For more information, please contact us at our headquarters:

1554 S. Sepulveda Blvd., Suite 106
Los Angeles, CA 90025

Office: (310) 788-3805

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