Mike Mahoney brings over three decades of investment management experience working with many of the largest asset managers in the industry. Mike graduated from Fordham University with a Master’s Degree in Finance and holds the Series 65 securities license as well as the Certified Investment Management Analyst and Certified Private Wealth Advisor designations. He also volunteers his time with several community organizations dedicated to supporting local youth. A lifelong resident of the New York Tri-state area, Mike now resides in Sunset Beach, NC with his wife, Pat. They are the proud parents of three impressive young ladies currently making their own stamp on the world.

 

Contact Mike for a comprehensive financial plan tailored to your needs.  Be sure to ask about the exclusive veteran discount offered. 

 

Monday-Friday 8:30 AM - 4:30 PM

Saturday and Sunday Closed

 

Phone: 980-332-6198 

Email: mmahoney@coastalbridgeadvisors.com

 

 Click here for Mike's complete biography