Aj Proske
Partner Wealth Advisor @Coastal Strategic Capital
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WORK HISTORY
Partner Wealth Advisor @Coastal Strategic Capital
Charleston, SC, US
Simplify your financial life, preserve your wealth, and build your legacy with the personalized guidance of a Family Strategic Capital exists for successful families and business owners who’ve outgrown basic advice. We serve as your Family CFO—bringing together the moving parts of your financial life into one coordinated strategy.Our team has real-world experience in business ownership, private investments, real estate, and advanced financial planning. We met while working inside a more traditional firm—and quickly realized the industry was long overdue for change. So we built the firm we wished existed: independent, proactive, and built to deliver elite execution for clients who expect more.
EDUCATION
Darla Moore School of Business at the University of South Carolina
Bachelor’s Degree, Business Finance
ABOUT AJ PROSKE
When was the last time your advisor brought you a new idea—before you had to ask?Coastal Strategic Capital exists for successful families and business owners who’ve outgrown basic advice. We serve as your Family CFO—bringing together the moving parts of your financial life into one coordinated strategy.Our team has real-world experience in business ownership, private investments, real estate, and advanced financial planning. We met while working inside a more traditional firm—and quickly realized the industry was long overdue for change. So we built the firm we wished existed: independent, proactive, and built to deliver elite execution for clients who expect more.Securities offered through Cetera Advisors LLC,(doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 115 Fairchild Street, Suite 320 Daniel Island SC 29492 phone 84••••••70
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