Our Team

The tax and accounting firm of Coast Financial Advisors, Inc. has been actively serving Charlotte County and surrounding areas since its establishment in 1972, with a wide variety of financial oriented services. To further suit the financial needs of clients, Coast Financial Wealth Management was established by Carl Gerace in 1995.

Coast Financial Wealth Management is a family owned and operated financial services firm that offers clients a wealth of expertise in investment planning, insurance, and estate planning.

During our time serving the Charlotte County area, we have provided comprehensive financial advice to wide range of investors.

Our advisors hold a variety of professional designation and are well versed in a number of financial disciplines. Our combined education and experience has positioned us to offer clients well rounded financial advice.

Carl Gerace has served as the Investment Advisor of Coast Financial Wealth Management since 1995. In 1982, he received his Associates of Science in Business from Florida Southwestern State College. In 1999, Carl earned the designation of a Certified Fund Specialist. Followed shortly after, he became Board Certified in Mutual Funds, a Registered Investment Advisor Agent and a Registered License Representative for Life Insurance, Health Insurance and Variable Annuities.

Carl Gerace  is dedicated to developing lasting relationships with all of his clients. He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with Carl Gerace is his ability to provide clear and easily understood explanations of financial products and services that are availible. 

Catherine Gerace has served as an Registered Representative. In 1983, she received an Associates in Science in Accounting and an Associates in Arts at Florida Southwestern State College. Catherine has been activley involeded in the accounting field since 1982 as an active member of the National Society of Accountants. She is enrolled agent since 1985, meaning she can practice in the Tax Courts just like an attorney or CPA and maintains this status with annual educational seminars. Catherine became an Accredited Business Account in 1986 and an Accredited Tax Advisor in 1985. In 2006, Catherine became a Registered Representative with Cetera Financial Specialists LLC.

We look forward helping you pursue your financial goals with our years of experience.