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tony.destefani@lpl.com
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Our Team

meet the team
The People Behind Your Plan

The advisors at Coastal Ridge Wealth are the ones who build your financial plan, manage your investments, and sit across from you at every review meeting. There is no handoff to junior staff and no rotating door of contacts. The same people who learn your goals on day one are the ones making decisions on your behalf for years to come.

Tony De Stefani

Tony De Stefani

Wealth Advisor

Jessica Paredes

Jessica Paredes

Client Relationship Manager

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Let's Start With a Conversation

If you are looking for an advisor who will build a plan around your life and stay genuinely engaged in it over time, we would welcome the chance to learn more about your goals. Reach out to schedule an introductory call, and let's find out if we are the right fit for each other.

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