Our Community Activity

Here at Coast Financial Wealth Management we are very active in the community surrounding us here in Charlotte County. We enjoy giving back to the community that has allowed us to be in business for over 23 years.

Carl Gerace, our Investment Advisor, has played an active roll on numerous boards and organization here in Charlotte County.   Carl has been a member of the local Benevolent Protective Order of the Elks since 1986, serving as various officer positions throughout his years of  active membership. He has also done the same in the local  Kiwanis Club since 2002. Carl also helped establish the Abernathey Foundation, a scholarship foundation for students and Charlotte County locals that display great leadership and drive, under the Port Charlotte Kiwanis in 2004. He still serves on the board for this foundation as an advisor. Carl also joined the Charlotte County Kiwanis Foundation in 2007.

Catherine Gerace, a Registered Representive, has also been an active part of the community here in Charlotte County. Catherine has been an active member of the local Benevolent Protective Order of the Elks since 2004 and served as the President in 2007. She has also been an active member Kiwanis Club since 1987 and recieved a Certificate of Appreciation in 2011 for the contributions she has made.  Catherine is a member of the Advisory Committee for the School of Business and Technology at Florida SouthWestern State College.

The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Specialists LLC or its affiliates.  Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera Specialists LLC.