Joseph D. Stabile, CFP®, CEPA
Financial advice for entrepreneurs and executives earning $500k+
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Serving Clients Nationwide
Financial advice for entrepreneurs and executives earning $500k+
Areas of Focus
- Education Funding
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Real Estate Investing
- Retirement Planning
- Taxes
About Joseph D. Stabile, CFP®, CEPA
Joseph "Joe" Stabile founded Coast Financial with a clear mission: to deliver the truly personalized financial advice that's missing in today's industry. After 6+ years navigating complex planning situations, he recognized that most clients weren't getting guidance tailored to their whole lives—just fragmented solutions. By establishing his independent firm under Forefront Advisor Network, Joe gained the freedom to focus on what matters: comprehensive strategies that align with how you actually live, work, and plan for the future.If you ask Joe what he loves most about being a financial planner, he would tell you it’s the impact he gets to make on those he meets. Everyone has financial decisions they need to make but often don’t know how to take the first step. They are seeking a trusted source to help them break through the noise and all the varying information that’s out there to find the right financial advice for them. And that’s where Joe feels he provides the most value, educating his clients and helping them make the best decisions for them.
Joe graduated from The College of New Jersey with Bachelor Degree in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and also holds the Chartered Financial Consultant (ChFC) designation.
Outside of the office, he enjoys fitness, staying active, and spending time with his family and friends. He is a member of the Kiwanis Club of Western Monmouth and is passionate about making his community and the world a better place for children so they can thrive.
Joe is a firm believer that, “to receive, individuals must give.”
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
Primary Location
Jersey City, New Jersey
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary discovery call. This is an initial conversation to understand your current situation, biggest financial concerns, and goals. We'll discuss how I work, who I help, and determine if we're a good fit for each other. No pressure - just an honest conversation about whether my approach aligns with your needs. I look forward to speaking with you.Offers Investment Management
Yes
About Coast Financial
Coast Financial is a modern financial planning firm built to serve entrepreneurs and executives earning $500k+ who are navigating life’s most important financial decisions.We work with clients from coast to coast and focus on delivering guidance that brings multiple parts of a client’s financial life together in a clear, organized way. Coast Financial operates as a DBA of Forefront Advisor Network, an investment adviser registered with the Securities and Exchange Commission.
We believe financial planning should feel personal, practical, and aligned with the life you want to build. Rather than offering one size fits all recommendations, we take time to understand what matters most to each client and tailor planning and advice around their goals, values, and priorities.
Our approach emphasizes comprehensive financial planning that connects key areas like taxes, investments, and cash flow into a cohesive strategy. We help clients simplify complexity, make informed decisions, and build a plan that supports both near term needs and long term outcomes.
We provide proactive guidance designed to evolve with each client’s life. Our work can include investment management, retirement planning, and broader planning conversations that help clients stay focused, stay organized, and adjust as circumstances change.
We also believe education is an important part of the advisory relationship. We support clients with resources and ongoing communication so they can better understand the decisions they are making and feel more confident in the direction of their financial plan.
At Coast Financial, we partner with clients who want a trusted advisor to help them move forward with clarity and confidence. Our goal is to help clients build a stronger financial foundation and make progress toward long term financial independence.
Education
The College of New Jersey, Bachelor of Science - BS, Finance, General
Hobbies and Interests
- Exercising
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Real Estate Agents
- Real Estate Investors
- Technology Professionals
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Great Relationship
A Financial Planner You Can Trust and Rely On
Very Happy Client
Joe is very knowledgeable and helpful!
Joe is so knowledgeable
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