WESTPORT, CT – 6 November 2023 – Coastal Bridge Advisors – a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California – is pleased to announce that Partner/Advisor Mike Kazakewich, the firm’s Director of Planning, has been selected for the Five Star Wealth Manager award winner.

This prestigious accolade recognizes financial professionals for outstanding service and overall satisfaction.

As the nation’s largest award program, the Five Star Wealth Manager award is a competitive process. To receive this honor, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality service to their clients. Candidates undergo thorough regulatory and compliance reviews. Other considerations include assets under management and client retention rates.

“We are excited to see another of Coastal Bridge’s Partners receive such a well-respected industry award,” said Coastal Bridge President Jeff Fuhrman. “These awards are proof positive that we are successfully delivering top-level wealth management services for our highly valued clients.”

Coastal Bridge is dedicated to “uncomplicating” the experience and process of investing for its clients. This makes it simpler and easier to identify and plan for the way they want to live their lives and manage their wealth. Advisors listen closely to the financial and personal needs of clients so they can best customize an investing plan and explain that plan in simple, clear terms for clients to make informed decisions at every step.

Kazakewich has an extensive list of credentials including Certified Financial Planner™ professional (CFP®), Chartered Retirement Planning Counselor℠ (CRPC®) and member of both the National and Fairfield County Financial Planning Associations. He also holds his Connecticut Insurance license and is a Series 66 licensed professional.
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About Coastal Bridge Advisors:
Coastal Bridge Advisors is an independent registered investment adviser founded in 2008 with the aim of providing better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. Its goal is to “Uncomplicate It” for clients, which means explaining even the most complex concepts in a way that delivers the clarity clients deserve. The firm strives to help individuals, families and founders to plan for retirement more clearly and more simply transfer wealth to future generations so they may more effortlessly enjoy the lifestyle they want today.

For information regarding the firm, including its disclosures, visit www.coastalbridgeadvisors.com. Contact: Deirdre Childs, Director of Marketing, at 203-683-1530 or dchilds@coastalbridgeadvisors.com.

Award Disclosure/Connecticut 2023:
This award was issued on 11/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 2950, 290, 10%, 11/1/22, 2/29/22 – 9/2/22; 2021: 3191, 272, 9%, 11/1/21, 2/15/21 – 9/10/21; 2020: 3048, 285, 9%, 11/2/20, 2/17/20 – 9/18/20; 2019: 3147, 289, 9%, 11/1/19, 2/18/19 – 9/27/19; 2018: 3178, 293, 9%, 11/1/18, 2/15/18 – 9/21/18; 2017: 2218, 283, 13%, 11/1/17, 2/15/17 – 9/11/17; 2016: 1985, 417, 21%, 10/1/16, 3/25/16 – 9/28/16; 2015: 2398, 468, 20%, 11/1/15, 3/16/15 – 9/10/15; 2014: 3926, 515, 13%, 11/1/14, 3/16/13 – 9/10/13; 2013: 2263, 531, 23%, 11/1/13, 3/16/12 – 9/10/12; 2012: 2204, 503, 23%, 11/1/12, 3/16/11 – 9/10/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.