Gary R. Schulte, CLU


GRSGary R. Schulte, CLU, is Coastal Financial Partners Group’s Founder and President.  He has over forty years experience in building and managing some of the financial services industry’s leading organizations.  His career includes noteworthy accomplishments as a financial advisor, senior executive, insurance company president and leading consultant in the industry.

Gary is the author of three books on financial services and has been a frequent guest on TV and radio, including as the featured guest on The Larry King Show.

As a field manager, he was one of the industry’s first recipients of the GAMA National Management Award. After serving 12 years as a senior executive and insurance company president, he became a leading consultant to the financial services industry.  Clients included Pacific Life, Merrill Lynch, Prudential, Morgan Chase, Mass Mutual, AIG, and M Financial.

As President of Coastal Financial Partners Group, Gary now divides his time between being “advisor to the advisors” and working with a select group of personal clients.

Gary Schulte is a registered representative of and offers securities through Lincoln Financial Securities Corporation, member SIPC. Lincoln Financial Securities Corporation and Coastal Financial Partners Group are not affiliated.