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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-05-2014
- Office Locations
- 1
Office Locations
About Financial Coach
Financial Coach is a retirement-focused advisory firm serving pre-retirees and retirees, helping convert savings into a sustainable, tax-efficient paycheck. The team builds investment strategies that balance income needs with long-term growth, and coordinates protection and legacy planning (taxes, long-term care, and survivor income risks). Portfolios are primarily ETF-based, with client assets custodied at Schwab. Also offers The New Wealth Project for clients in their working years.
Team overview
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Fund Managers
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Owner & Executives
JEFFREY NMN MASTRONARDO
PARTNER
- CRD
- #4062720
- Ownership
- 25% but less than 50%
OWEN FRANCIS MULHERN IV
PARTNER
- CRD
- #4292082
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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KEVIN JANIEC
Financial Advisor
- CRD
- #6223847
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $397,206,336 | $513,850 |
| Non-Discretionary | $108,744 | $108,744 |
| Total | $397,315,080 | $513,327 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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