Specialties
Creating your customized wealth management plan involves analyzing all aspects of your financial health. Our goal is to identify opportunities and fill in any important gaps in these areas. Asset Management, Retirement Planning, Insurance Strategies, Financial Planning, College Planning, Estate Planning & Charitable giving / foundation strategies. In addition, we genuinely care about our clients' best interests. We share a personal as well as a professional relationship, truly making us your trusted advisor. Securities and financial planning offered through First Allied Securities, Inc., A Registered Broker Dealer, Member FINRA/SIPC
History
Established in 1999.
Few things are more personal than your financial well-being. Your wealth management advisor must have the resources to help you achieve this --and always keep your best interests at heart.
Coe Financial Group is founded on the qualities we believe you should seek in a wealth management advisor: Independence, Being of Service, Member of your Team & Competence.
Meet the Business Owner: Chad C.
Chad L. Coe, CWS®, RFC®, CDFA™, is the Founder and President of Coe Financial Group, Inc., and is a universally recognized expert in wealth management strategies. Chad embraces a values-based approach and focuses on the personal well being and financial security of those he serves. He specializes in structuring programs based on personal values, objectives, and risk tolerance. Chad is equally adept at customizing and managing portfolios for estate preservation and optimization in times of transition. He has licenses Series 6, 7, 24, 51, 63, and 65 and is an Investment Executive with First Allied Securities. He also is an active member of First Allied Securities Representative Advisory Council.
Through his Strategic Mastermind Groups, Chad's goal is to use his enthusiasm, passion, optimism and success strategies to inspire and empower others to joyfully live their greatest lives and achieve their goals.
Securities offered through First Allied Securities, Inc., A Registered Broker Deal