Theo Drivas
Financial Advisor at Coastal Wealth, Inc.
- Role
- Financial Advisor at Coastal Wealth, Inc
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Theo Drivas
I run a wealth management practice focused on helping business owners and three generations of a family build wealth, create a legacy, and achieve their financial goals through comprehensive planning and high-touch guidance.I work with clients across a wide range of planning areas, including:• Investment management• Tax planning• Business retirement plan setup• Stock options and RSUs• Trust & estate planning• College funding• Retirement planning• Charitable giving• Risk management• Insurance planning• Major life event planning• Banking & borrowing coordinationI’ve always had a passion for financial planning and helping people, which started with my parents. Today, I’m fortunate to live my dream every day by guiding clients through meaningful financial decisions that support their lives, families, and legacies.Email: t•••@cwioc.com
Experience
Financial Advisor
Dec 2023 — Present · Laguna Niguel, CA, US
Education
Chapman University
Dual Major in Accounting and Finance
2015 — 2019
Skills
- Event Planning
- Leadership
- Teamwork
- Microsoft Word
- Microsoft Excel
- Greek (Conversational)
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