Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Christopher M. Hodgson has owned and operated Coastal Financial since 1999. He graduated from Georgetown University with a Bachelor’s of Arts in Business Administration in 1994 and earned his Master’s of Science in Financial Services from the American College in 2008, and is accredited as a CERTIFIED FINANCIAL PLANNER ™ (CFP®). Chris is a Certified Family Business Specialist (CFBS) and Certified in Long-Term Care (CLTC). He earned
his Certificate in Business Succession Planning from the American College. He has recently been appointed Chairman for the Greater New Bedford United Way and has served on the Board of Trustees, former Chairman of the Board, and as a member of the Finance Committee for the past several years and takes pride in supporting community organizations. He was recognized as one of Southeastern Massachusetts and Rhode Island's Top Young Professionals, who select men and women under the age of 40 who are helping to shape the future through their business and community involvement. Chris currently resides in Dartmouth, MA with his wife, Lisa and their son, Christopher.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies