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Mike Kazakewich

Partner / Advisor / Director of Planning, CRPC®, CFP®

Partner / Advisor / Director of Planning, (CRPC®), (CFP®)

Michael (Mike) Kazakewich is a Partner, Advisor, and Director of Planning Officer of Coastal Bridge Advisors with over 17 years’ experience in the wealth management industry. Acting as Chief Planning Officer, Mike is responsible for leading the firms’ customized financial planning efforts with a focus on asset management, concentrated stock hedging, lending, cash management, alternative investment due diligence and family office services. Mike is an Investment Advisor Representative with 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. Michael also holds his Connecticut Insurance license and is a Series 66 licensed professional.

After receiving his BA from Fairfield University, Mike joined Merrill Lynch working alongside the four founding partners of Coastal Bridge Advisors and was a key participant in establishing the independent practice in 2008.

Mike lives in Milford with his wife and two young children and in his spare time he enjoys traveling, photography, reading and spending time with family.

Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors

Learn More >https://www.coastalbridgeadvisors.com/financial-times-names-coastal-bridge-advisors-to-the-2017-ft-300-top-registered-investment-advisors-2/