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About the Planner: Dennis K. O'Brien

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Dennis K. O’Brien

President & founder

Coastal Financial Advisors

503 Casino Drive

Farmingdale, New Jersey 07727

Phone: 732-683-2330

Web site:

Year firm established: 1999

Advisors in firm: 1

Number of clients: 25

Compensation: fee-only

Client minimum: None

Fee schedule: varies according to AUM, income, and complexity

Education: BA in economics, Rutgers University; MS in technology management, Polytechnic University, New York; Masters Certificate in project management, Stevens Institute of Technology

Professional memberships: National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and National Association of Tax Professionals (NATP)

Miscellany: QuickBooks ProAdvisor; notary public

Previous incarnations: sold proprietary mutual funds; computer specialist and manager with AT&T Labs, Bell Labs, Lucent Technologies

Volunteer work: Family and Children’s Service of Monmouth County, treasurer, chair of policy and program committee, board of directors; Catholic Charities Diocese of Trenton, board of directors, Monmouth County; United Way of Monmouth County; St. Catherine of Siena, Farmingdale, St. Vincent de Paul Society