About Us
Planning & Investing Expertise
I love being a financial advisor. I have learned a lot throughout my career as a derivatives trader, equity analyst and small business owner selling on Etsy. However, I've always loved investing and being involved in the financial markets.
With over fifty years of living and thirty years in finance behind me, I have also seen how mismanagement of finances and life events can have a disasterous affect on financial security.
Together we can develop a solid financial plan for education, retirement and/or divorce. Then design, adjust, and monitor a personalized investment portfolio to give you a path to achieve your financial goals.
Our approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Laura H. Casey
Laura was born in Summit, New Jersey. Her interest in economics and mathematics led her to Trinity College in Connecticut where she was also a member of the tennis team. After college, she commenced her career on Wall Street at Goldman Sachs as a derivatives trader, ultimately transferring to its Chicago office so she could attend the University of Chicago's Booth School of Business (then called GSB). Her focus at Booth was finance and statistics. Upon Graduation, she returned to Wall Street as an Equity Analyst. Over the next ten years, she covered the banking and healthcare industries.
In August of 2007, the mortgage crisis started and the following month, was the birth of her first child. Citigroup offered her a severance package to not return from maternity leave, so she grabbed it and looked to expand her family. In 2009, her family doubled in size with the birth of triplets.
Over the following years, Laura focused the majority of her energy on her children, while also making and selling personalized layette items on Etsy and managing her family’s investments. One morning, while watching CNBC, as she had been doing practically since the channel was inaugurated (do you remember the "Money Bunny" - probably not politically correct anymore!), the idea coalesced to become a financial advisor. It combines what she loves, planning and people as well as utilizing her strong analytical investment abilities.
Coastal Wealth Management is a culmination of Laura’s experience as a trader, equity analyst, financial planner, wealth advisor, and mother, daughter, sister and wife. She looks forward to getting to know you and your goals,
Laura and her husband, Brian, and their children, Gavin, Anna, Liam and Owen are often found at the tennis courts or beach. Their various pets, dogs, cats and chickens, can be found tearing up the back yard!
The Casey Family
Brian and Laura - seated: Liam, Gavin, Owen and Anna