Meghan M. Coolbaugh
OAK STREET ADVISORY GROUP
NEVADA CITY, CA
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CRD#: 6355426
Professional summary
Meghan Michele Coolbaugh, CFP® is a registered financial advisor currently at OAK STREET ADVISORY GROUP, LLC located in Nevada City, California.
Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Meghan has worked at 2 firms .
Biography
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.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Charitable Giving
Hourly
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FORZA PILATES - PART TIME EMPLOYEE; NON-INVESTMENT RELATED; PILATES INSTRUCTOR; 20 HRS/MONTH; STARTED 01/2006 305 N COAST HIGHWAY LAGUNA BEACH, CA 92651
Volunteer Presenter for the "It's Your Money" workshop @ feelincontrol.org; the business is investment-related. spends approximately 4 hours a year - some of which could be during trading hours
Financial Planning Association of Orange County 2018 President-Elect; the organization is investment-related. Ms. Coolbaugh spends approximately 10 hours per month devoted to this business (some of which may be during securities trading hours)
CRS (Client Relationship Summary) - RIA
Click below to view Meghan Michele Coolbaugh's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
June 28, 2016 - Present
OAK STREET ADVISORY GROUP, LLC
RIA
CRD#: 283444
NEVADA CITY, CA
Past
November 2, 2015 - December 31, 2019
DUTTENHOFER ADVISORY GROUP
RIA
CRD#: 131386
LAGUNA BEACH, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/28/2016)
IAR
Texas(12/4/2024)
Exams
Current Firm
OAK STREET ADVISORY GROUP, LLC
COOLBAUGH, MEGHAN MICHELE | OAK STREET ADVISORY GROUP, LLC | OAK STREET ADVISORY GROUP | MEGHAN COOLBAUGH, CFP
CRD#: 283444 / SEC#:
California
Registered Investment Advisory firm - (6/28/2016 Approved)Texas
Registered Investment Advisory firm - (10/14/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Nevada City, CA
Mailing Address
Po Box 194, Nevada City, CA 95959
Phone number
(949) 494-6820
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 190 |
| AUM (Assets Under Management) | $ 66,000,000 |
Red Flags
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