Bringing you live news and features since 2006 

Lincoln Financial Network opens Coastal Financial Partners


Lincoln Financial Network, the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group, has opened Coastal Financial Partners, an insurance and financial services agency based in Los Angeles.

Led by Gary R. Schulte, a 35-year industry veteran, Coastal Financial provides support for experienced financial service professionals who need marketing, client service support and access to wealth solutions for small business owners and high net worth clients.

Coastal Financial, located in Century City, Los Angeles, also has a presence in Northern California and the Great Lakes region.

The firm is focused on growing a "best in class" group of insurance professionals serving small business owners and high net worth individuals.

"The experience of the Coastal Financial management team allows it to serve a well diversified and dynamic mix of producers – experienced life insurance professionals and securities brokers who want to expand their practice to include insurance," says Bill Seawell, senior vice president of distribution for Lincoln Financial.

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by