About Us


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.