Matthew Holbrook, CFP®
Senior Vice President, Financial Advisor
(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...
John O'Hara
Client Service Associate
John recently graduated from the University of Colorado Boulder, Leeds School of Business with a degree in Finance and Financial Planning. He is passionate about helping clients pursue their financial goals and learning from Matt...
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