Build a Career in Finance, Even Without Finance Experience
Discover how professionals from law, accounting, and sales are building successful, supported advisor practices, with no prior finance experience.
You’ve Built a Career.
Now Build a Life.
You’ve done everything right, great school, great job, strong track record.
But lately, it feels like you’re running on someone else’s treadmill.
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What Makes Coastal Different?
Training +
Mentorship
Weekly coaching, hands-on support, no cold starts
Proven
Systems
Tools, leads, and structure to build your practice fast
Ownership +
Freedom
You run the business, Coastal has your back
What You’ll Learn in
Just 20 Minutes
This isn’t a sales pitch. It’s a behind-the-scenes look at how professionals like you
are building new careers in finance, with support, not guesswork.
- Why Professionals from Law, Accounting, and Sales Are Making the Leap
- What Coastal’s “Supported Independence” Model Really Means
- How Our Mentorship and Training Help You Start Strong
- The Income, Freedom, and Growth Potential of This Career Path
- What Starting from Scratch Actually Looks Like, and How People Are Doing It
- Real Advisor Stories, from First Clients to Building Six-Figure Practices
Independence Doesn’t Mean Going It Alone
At Coastal, you run your business, your brand, your clients, your future. We back you with the systems, mentorship, and support to grow with confidence.
Training +
Mentorship
• Your Book
• Your Brand
• Your Client Experience
• Your Legacy
We Provide:
• In-House Marketing + Lead Systems
• Transition & Onboarding Team
• Practice Management Support
• Compliance, Tech, and Operations
• Affiliated with MassMutual
Ownership +
FreedoIt’s the freedom I wanted, with the backing I needed.
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They Made the Move. So Can You.
Hear from advisors who left behind bureaucracy, joined Coastal, and built the businesses they always wanted.
This Is More Than a Job Change. It’s a Mindset Shift.
Jeremy Straub, Coastal Wealth’s founder, knows what it takes to build something real. In this short video, he shares why so many career changers are joining Coastal, and how they’re finding meaning, freedom, and long-term success. We help people leave behind careers that drain them and step into a future they want.
Let’s Talk About Your Future.
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Access To Free Webinar
Frequently asked questions
What Advisors Ask Before The Call
What kind of long-term opportunity is there?
At Coastal, you’re not just building a book, you’re building a business. From building value and succession planning to scaling with support, our model is designed to help you create something sustainable, valuable, and sellable over time.
Do I need to move all at once?
Not necessarily. We’ve helped many advisors phase their transition, starting with a portion of their book or team. We’ll work with you to create a transition plan that protects your relationships and fits your timeline.
Is this a W-2 or independent contractor model?
Advisors are independent contractors with W2 status marked as Interdependent Contractor
Will I be pressured to move firms after the call?
Not at all. The call is a conversation, not a pitch. We’ll walk you through the model and you decide if it’s worth exploring further.
How does the transition process work?
We have a dedicated team to handle onboarding, compliance, and client communications. Most advisors are fully transitioned in 60–90 days.
Can I keep my own brand and name?
Yes. You can operate under your own brand, co-brand with Coastal, or lean into our platform. We support whatever builds your business best.
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