Shawn P. Brunner, MBA, CFP®
Guidance with a Purpose.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
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
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, and potentially their profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
Leave a Reply