Avery Chartier

Avery is a Paraplanner with Coastal Wealth's Planning Solutions Group, where they support advisors in building high-quality, compliant financial plans that reflect both technical precision and client-centered care. Avery came to financial planning as a career-changer during the COVID-19 pandemic, inspired by a desire to help individuals gain financial confidence and independence. They returned to college to complete a Bachelor of Business Administration in Financial Planning.

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Before joining Coastal Wealth, Avery spent four years at MassMutual, where they worked across investment services and home-office operations before finding their niche in the Case Consulting Unit. There, they built financial plans for MassMutual advisors nationwide, developing a strong foundation in data analysis, compliance, and operational efficiency.

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With a background in human services and sales, Avery brings a unique blend of empathy, communication skills, and strategic thinking to their work. Avery is currently expanding their licensing and technical expertise, actively preparing for the Series 7 and 66 exams to further enhance their ability to support advisors and clients across a broader range of planning needs.

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Avery is passionate about helping advisors deliver premium planning experiences and collaborating to elevate the planning experience and empower clients with confidence in their financial futures. They believe that great financial advice starts with understanding the human side of money.

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