Premier Coast Advisors is an independent fiduciary retirement planning and wealth management practice located at 1022 W 23rd Street, Suite 150, Panama City, Bay County, Florida (ZIP 32405), offering investment advisory services and securities through Wells Fargo Advisors Financial Network, LLC (FiNet, Firm CRD #11025, SEC File #801-57434). Founded and led by Managing Partner and Senior Financial Advisor Todd Zaborski, CFP®, CRPC™ (Individual CRD #5570992)—who holds both the Certified Financial Planner™ certification and the College for Financial Planning's Chartered Retirement Planning Counselor™ (CRPC™) designation—the practice focuses specifically on the pre- and post-retirement transition challenges facing Emerald Coast and St. Andrews Bay seniors.
Serving retirees across Panama City, Lynn Haven, Callaway, and Panama City Beach, Premier Coast Advisors structures tax-efficient retirement paychecks, military and federal civil service (TSP/FERS) retirement transitions for Tyndall AFB and Naval Support Activity Panama City families, Florida Retirement System (FRS) DROP rollovers, SECURE 2.0 Act Required Minimum Distribution (RMD) and Qualified Charitable Distribution (QCD) strategies, business owner exit and succession roadmaps, and dedicated longevity healthcare funding.
Official Verification Sources: SEC IAPD Firm Summary — Wells Fargo Advisors Financial Network, LLC (CRD# 11025); FINRA BrokerCheck — Todd Zaborski, CFP®, CRPC™ (CRD# 5570992); Premier Coast Advisors Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (CRD #11025, SEC File #801-57434); Premier Coast Advisors is a separate entity at 1022 W 23rd St, Suite 150, Panama City, FL 32405 (Phone: 850-730-1053).
Issuer: FINRA BrokerCheck / SEC IAPD / CFP Board
Notes: Managing Partner & Senior Financial Advisor Todd Zaborski, CFP®, CRPC™ (CRD #5570992) holds both Certified Financial Planner™ and Chartered Retirement Planning Counselor™ credentials.
Factual details and direct answers about Premier Coast Advisors — Wells Fargo Advisors Financial Network (Todd Zaborski, CFP®, CRPC™)'s services, licensing, and credentials.
What do the CFP® and CRPC™ credentials held by Todd Zaborski at Premier Coast Advisors signify for retirees?
Managing Partner Todd Zaborski (CRD #5570992) holds both the Certified Financial Planner™ (CFP®) fiduciary certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation, which specifically focuses on pre- and post-retirement income sources, Social Security timing, military/civil service pensions, Medicare, and tax-efficient asset distribution.
How is Premier Coast Advisors in Panama City registered and regulated?
Located at 1022 W 23rd Street, Suite 150, Panama City, FL 32405 (850-730-1053), Premier Coast Advisors is an independent wealth management practice offering securities and investment advisory services through SEC-registered Investment Adviser and FINRA/SIPC member Wells Fargo Advisors Financial Network, LLC (CRD #11025, SEC File #801-57434).
Can Premier Coast Advisors help relocating retirees at Latitude Margaritaville Watersound or Seagrass Village coordinate their retirement accounts?
Yes. Premier Coast Advisors frequently assists retirees relocating to Panama City Beach and Bay County with consolidating out-of-state 401(k) and IRA accounts, updating Florida domicile and homestead strategies, and structuring reliable monthly retirement distributions.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.