Estate Planning eBook

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Kaelyn Timmons

Client Service Associate

Kaelyn brings 10 years of industry experience supporting high net worth clients and successful advisors, the last 7 of those with LPL. Clients know her as the person who gets back to them fast, answers the question they asked, and ..

Matthew Holbrook, CFP®

Senior Vice President, Financial Advisor

(949) 358-6310

(949) 358-6309

Matthew.Holbrook@lplfinancial.com

Matthew founded Coastline Wealth Advisory with the intent of making a positive impact on his client’s lives with thorough and personalized financial planning. He is passionate about helping his clients work towards their specific...

Suzy Reyes

Senior Marketing Consultant

Suzy Reyes is a Senior Marketing Consultant with LPL Business Solutions, where she provides marketing support to LPL Financial advisors. Since 2020, she has helped advisors develop strategic marketing plans focused on business growth,...

Estate Planning | Coastline Wealth Advisory

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