Michael  Vandenburg,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Vandenburg, CFP®

Coast Wealth Management, Inc.

302 N El Camino Real, Ste 212-C
San Clemente, CA 92672
(949) 366-5995


Michael Vandenburg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Coast Wealth Management, Inc. in San Clemente, CA and the surrounding communities.

Financial Advisor Overview

Coast Wealth Management, Inc. provides comprehensive fee-only wealth management services to individuals, families, trusts, and businesses. We are an independent, Registered Investment Advisory firm; recommendations are based solely on your specific needs, circumstances, and goals. We are not paid a commission to sell any products or investments; we are on your side, to guide you through all of your financial decisions.

Our services include:

Private Wealth Management- A comprehensive service that provides financial planning and investment management on an ongoing basis.

Investment Planning- For clients looking to be in control of their own accounts but with professional guidance on an hourly, as-needed basis.

  • Portfolio Construction
  • Portfolio Review and Recommendations
  • Risk Tolerance Assessment
  • Asset Allocation and Investment Policy Defined

Financial Planning- A written strategic plan for achieving specific goals and/or solving specific problems. Available individually or as a comprehensive plan that often includes:
  • Retirement Income and Capital Needs Analysis
  • Estate Planning and Tax Minimization
  • Charitable Giving Strategies
  • Investment Analysis and Strategies
  • Monte Carlo Analysis


Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Special Needs, Women's Finances


Helpful Financial Planning Resources