Shawn P. Brunner, MBA, CFP®
Guidance with a Purpose.
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Coastal Wealth Advisors
Shawn P. Brunner, MBA, CFP®
Johns Island, SC
Serving Clients Nationwide
Guidance with a Purpose.
Areas of Focus
- Capital Gains
- Choosing a Financial Advisor
- Estate Planning
- Financial Life Planning
- Giving
- Inherited Wealth
- Investing
- Investment Management
- Owning a Business
- Prioritizing Money
- Real Estate Investing
- Retirement Planning
- Setting Up Retirement Accounts
- Side Hustles
- Taxes
About Me
With almost two decades of experience in the financial industry, Shawn Brunner is proud to serve as an Investment Advisor and Business Consultant with Coastal Wealth Advisors. He has earned the trust of clients through hard work, fastidious attention to detail, and the perseverance to find success in the most complex situations. He is passionate about understanding his clients’ goals, objectives, and desires and can transform these into actionable strategies. Whether working with an individual, high net-worth family or an entrepreneur building their dream, his experience and understanding of financial markets allows him to tailor strategies with one goal: help his clients pursue success.Shawn was born in New Jersey and raised in Pennsylvania in a family of industry professionals on Wall Street. At an early age, he learned the importance of character, integrity, and serving others. These values were emphasized by his family and through his Jesuit education. He recognized early on his family’s struggle with financial challenges. These experiences fueled his passion for serving others and how necessary it is to plan appropriately for the future. He completed his Bachelors of Science degree in Finance from Fairleigh Dickinson University and earned an MBA in International Business from Schiller International University, where he was a member of the honor society before graduating cum laude.
Shawn started his professional career in investment research with one of the largest market makers in the world. The experience earned here was invaluable and expanded his knowledge within capital markets. Afterwards, he held roles at several financial firms that included Investment Analyst, Senior Portfolio Analyst, Senior Financial Analyst, and CERTIFIED FINANCIAL PLANNER™ Practitioner. Because of his wide range of experience, he also had the opportunity to serve on the Board of Directors with Fairleigh Dickinson University Federal Credit Union.
His commitment to public service and giving back through charitable causes has been a lifelong passion. He’s actively involved with the Wounded Warrior Project®, Hope For The Warriors® and the Brian Bill Foundation, which supports Special Operations Forces active duty, veterans and their spouses. He has been a long-time supporter and honored with various awards for service to these foundations.
In his free time, Shawn is a dedicated husband and father of two beautiful girls with a family that inspires him every day. He also loves a good read, and is inspired by Admiral William H. McRaven’s book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World. He is also an avid golfer and has enjoyed playing some of the most challenging courses around the world since his college days, when he played competitively.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
3464 Maybank Highway, Unit E Johns Island, SC 29455
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form. This helps us learn a little bit about you so we know where to start our conversation. We look forward to connecting with you soon.Offers Investment Management
Yes
About our Firm
Coastal Wealth Advisors is a Charleston-based, South Carolina registered investment advisor who provides investment advice to families, small businesses, high net-worth individuals, and charitable organizations. Providing sound investment advice and tailored financial plans remain the cornerstone of their business.You view and approach money differently than your friends and family. You budget a certain way, invest a certain way, and spend a certain way. Wouldn’t it be refreshing to have a financial planner and investment advisor who understands and supports your unique desire to approach money the way you see fit?
Coastal Wealth Advisors was built with the goal to understand your personal financial situation, appetite for risk, and what you want your portfolio to accomplish before its advisors make any investment advice recommendations. As fiduciaries, they are legally required to make investment advice recommendations that are in your best interests, regardless of their own. This means they strive to create portfolios that are evidence based, low-cost, efficient, tax-managed when appropriate, and fit your long-term financial goals. Guided by this perspective, their approach looks to academic research to gain insight into dimensions that drive higher expected returns, then integrates this knowledge into strategies designed and implemented to add value to your portfolio needs and financial lifestyle.
They offer Personal Financial Planning and Business Financial Planning for a flat-fee. Hourly consultations, if appropriate, are available for limited-scope planning. In addition, they design, implement, and manage customized investment portfolios on a percentage of assets under management basis.
✅ No rules-of-thumb.
✅ Zero judgments.
✅ No ‘one size fits all’ solutions.
✅ Simply, advice created for you, guided by your purpose.
Their office is conveniently located in beautiful Johns Island, SC. But just because they're located there, doesn’t mean you have to be. They work with clients in a dozen different states through a combination of face-to-face and virtual consultations. They'll also happily come to you. Or better yet, go visit them and then hit the local beaches; think of it as a vacation for you and your finances.
Education
Master of Business Administration (MBA) - Schiller International University Bachelor of Science in Finance - Fairleigh Dickinson University
Hobbies and Interests
- Family
- Golf
- Reading
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Investors
- LGBTQ
- LGBTQ Couples
- Real Estate Investors
- Single Women
- Veterans
- Widow
- Women in Transition
- Women Professionals
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