Meghan Coolbaugh (CFP®, MA)
Meghan Coolbaugh focuses in the
following client markets or areas of practice:
- Charitable Giving
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Charitable Giving
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Investment portfolios are customized to meet the objectives of each client. While managing an appropriate level of risk, we focus on essential investment principles including diversification, asset allocation, and tax efficiency. We ensure a consistent, disciplined approach in investment decision-making, which mitigates emotionally based decision errors. Every family has unique financial needs, and therefore we promise to give specific one-on-one attention to your set of circumstances. Our investment management services include a financial plan.
We specialize in helping our clients develop and create a financial planning roadmap of how to achieve their goals. Planning can be the most important, and often overlooked, element in financial success. Topics in a comprehensive financial plan may include saving for retirement, spending during retirement, saving for a home, insurance coverage, education savings plan, investments, tax and estate planning. Oak Street Advisory Group provides financial planning and retirement planning services for a one time flat fee. Fees for financial and retirement planning services range from $500 to $5,000 depending on the complexity of the analysis needed.
Additional Information
Meghan Coolbaugh, CFP® is a fee-only fiduciary financial adviser, and owner of Oak Street Advisory Group. After graduating from Saint Mary’s College of California, she played professional volleyball in both Europe and Asia, then returned to California and earned a teaching credential with a Master’s Degree in Education. She decided to look outside of the classroom for career possibilities, and an opportunity to work with David Duttenhofer materialized. Meghan knew immediately that fee-only financial planning was a career path she desired to pursue.
Meghan was President of the Financial Planning Association of Orange County in 2019. She was an active board member for five years, and in 2015 was named Volunteer of the Quarter.She is committed to being a philanthropic resource to those who are charitably minded, and was a Professional Council member on the Laguna Beach Community Foundation. Meghan is a presenter at the "It's Your Money" educational workshop, a national award-winning series started by Peter Kote in 1993. Outside of the office, Meghan does not like to sit still, and loves playing beach volleyball, reading, traveling, hiking and Pilates.
NAPFA Start Date
March 01, 2017
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