Coastal Bay Wealth Management of Holiday

Coastal Bay Wealth Management of Holiday is a wealth management firm in Holiday, FL, serving clients with personalized financial planning and investment strategies. The firm specializes in retirement planning, investment management, and comprehensive financial planning, with a focus on helping clients protect and preserve their wealth for future generations. Led by Michael J. Cox, CFP®, the firm emphasizes a customized approach rooted in the four cornerstones of wealth management: investment strategy, liability management, asset protection, and legacy planning. The team at Coastal Bay Wealth Management works closely with clients to create realistic, forward-looking financial plans tailored to individual goals and life circumstances.

Michael J. Cox, the firm’s president, brings over 30 years of experience in financial planning and public service. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, earned after completing rigorous education, examination, and ethical standards requirements. His background includes leadership roles in local government, such as mayor of Port Richey and county commissioner, as well as service on state-level ethics and public investment boards. His civic involvement reflects a deep commitment to community and financial responsibility. The firm’s team includes financial advisors Nicholas A. Manns and Nick Bogdan, along with client service associate Jana Paulk, and Chief “Carter” Cox, the firm’s FUR-nancial Advisor and Chief Operating PAW-fficer.

Located at 5709 Tidalwave Dr in New Port Richey, FL, the firm serves clients across the Holiday and surrounding communities. With a 5.00 rating and zero reviews, the firm’s reputation is built on its professional credentials and client-focused approach. Michael Cox’s expertise and long-standing commitment to financial integrity and community service underscore the firm’s dedication to trusted, principled wealth management. Coastal Bay Wealth Management stands as a trusted resource for individuals in Holiday seeking thoughtful, comprehensive financial guidance.