Coastal Bay Wealth Management is an independent retirement planning and fiduciary wealth management practice located on Tidalwave Drive in New Port Richey, Florida, serving retirees and families across New Port Richey, Port Richey, Hudson, Holiday, and Trinity. Founded and led by Certified Financial Planner™ professional Michael J. Cox, CFP®—who has advised West Pasco families for nearly three decades—the practice offers customized retirement income strategies, portfolio management, and estate coordination through Raymond James Financial Services Advisors, Inc.
Official Verification Sources: FINRA BrokerCheck Profile (Michael Joseph Cox, CFP®); SEC Investment Adviser Public Disclosure (Raymond James Financial Services Advisors, Inc.); Coastal Bay Wealth Management Official Website
Issuer: SEC / FINRA (Raymond James Financial Services Advisors, Inc.)
Notes: SEC File #801-69815; fiduciary investment advisory services offered through Raymond James Financial Services Advisors, Inc. (CRD #149018) and securities through Raymond James Financial Services, Inc. (CRD #6694).
Issuer: CFP Board / FINRA / SEC
Notes: Founded and led by President & Financial Planner Michael Joseph ('Michael J.') Cox, CFP® (CRD #2724747), a Certified Financial Planner™ practitioner registered in the securities industry since 1996.
Factual details and direct answers about Coastal Bay Wealth Management's services, licensing, and credentials.
Who leads Coastal Bay Wealth Management in New Port Richey?
Coastal Bay Wealth Management is founded and led by President Michael J. Cox, CFP® (CRD #2724747), a Certified Financial Planner™ professional who has served West Pasco retirees and families since 1996.
How is Coastal Bay Wealth Management affiliated with Raymond James?
Coastal Bay Wealth Management is an independent practice offering fiduciary investment advisory services through SEC-registered Raymond James Financial Services Advisors, Inc. (CRD #149018, SEC File #801-69815) and brokerage services through Raymond James Financial Services, Inc.
Where is Coastal Bay Wealth Management located in New Port Richey?
The practice is located in coastal New Port Richey at 5709 Tidalwave Drive, New Port Richey, Florida 34652, convenient to Downtown New Port Richey, Port Richey, Hudson, and Trinity.
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