Broker Review · EN
CoastalPath Investments
West Coast retirement specialist with fiduciary duty
4.4 / 5
CoastalPath Investments is a fiduciary RIA focused on retirement income planning.
Overview\n\nSocial Security, Roth conversion, and long-term care planning integrated with investment management.
Pros
- Transparent onboarding
- Responsive client desk
- Institutional-grade custody
- Clear reporting
Considerations
- Limited retail promotions
- No 24/7 phone support