Genesis of the firm
Pictured from left to right: Billy Petzold, Anthony Valentino, AJ Proske - Founders of Coastal Strategic Capital.
After years of client collaboration at our previous firm, we sought out to build something different. We structured "CSC" to deliver a unique experience driven by a high level of engagement, accessibility, custom-tailored strategies, proactive communication, and education. We are able to achieve this because we are selective in the number of families we work with. Our mission is to become the trusted Family CFO and advisor for our clients.