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Veteran Owned Business

Our Process

Our established 4-step process for developing your personalized financial plan.

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Our Approach

The mission of Coastal Financial is to fully apply the principles of trust, honesty, respect, integrity and commitment to our clients and to develop strong, multi-generational relationships for life.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Investments Tailored To You

Investments Tailored To You

At Coastal Financial, we want to understand what is most important to you and your investment goals. From saving for a comfortable and assured retirement, a child's college or trade school education, your business qualified retirement plan, buying a home or even leaving a legacy for your family or a benevolent cause, Keith Clark is dedicated to advising you in your investment and financial needs and works closely with you to build a plan that is personally tailored to your goals. Since 1992, Keith has been helping clients pursue what matters most to them and their families.

Investments

Investments

With decades of experience, our investment team is always ready to support you in every way.

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Insurance and Long-term Care

Insurance and Long-term Care

Insurance is a tremendously beneficial tool to protect your assets, your family’s financial future, and can provide long-term care benefits when Medicare stops.

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Retirement

Retirement

Dream big, have fun, and manage your finances.

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Estate

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate plan for your family's situation.

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Business Referral

Business Referral

Padre Island Executive Business Referral Links

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Meet Our Team

Keith Clark

Keith Clark

LPL Financial Advisor

Caroline Clark

Caroline Clark

Senior Office Administrator

Erica Martin

Erica Martin

Office Administrator

Carmen Moore

Carmen Moore

Assistant Office Administrator

Whitney Clark

Whitney Clark

Marketing Manager

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

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