Meghan Coolbaugh, CFP^®

Oak Street Advisory Group, LLC

1100 South Coast Hwy, Ste 204
Laguna Beach, CA 92651

(949) 494-6820

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

The only compensation we receive is directly from our clients, removing any potential conflicts of interest with commission-based products or services.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Meghan Coolbaugh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Oak Street Advisory Group, LLC in Laguna Beach, CA and the surrounding communities.

Financial Advisor Overview

Oak Street Advisory Group is a fee-only Registered Investment Advisory firm committed to our fiduciary responsibility of offering objective advice. As a fee-only firm, we have no vested interest in the products and/or advisors that we recommend, other than to ensure that all recommendations meet a client’s objectives and goals.

Financial Advisor Experience

Meghan Coolbaugh, CFP® is a fee-only fiduciary financial adviser, and owner of Oak Street Advisory Group. After graduating from Saint Mary’s College of California, she played professional volleyball in both Europe and Asia, then returned to California and earned a teaching credential with a Master’s Degree in Education. She decided to look outside of the classroom for career possibilities, and an opportunity to work with David Duttenhofer materialized. Meghan knew immediately that fee-only financial planning was a career path she desired to pursue. Currently, Meghan is President Elect of the Financial Planning Association of Orange County, a chapter with over 500 members. She is committed to being a philanthropic resource to those who are charitably minded, and was a Professional Council member on the Laguna Beach Community Foundation. Meghan is a presenter at the “It’s Your Money” educational workshop, a national award-winning series started by Peter Kote in 1993. Outside of the office, Meghan does not like to sit still, and loves playing beach volleyball, reading, travelling, hiking and Pilates.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds, Life Planning, Women's Finances

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

The only compensation we receive is directly from our clients, removing any potential conflicts of interest with commission-based products or services.