Who is the Founder/CEO of Coastal Financial Planning Group?

Rick Durkee is the Founder/CEO at Coastal Financial Planning Group. Get verified contact information on StackWho.

Where is Coastal Financial Planning Group located?

Coastal Financial Planning Group is based in Charleston, South Carolina, United States.

Coastal Financial Planning Group

cfpgroup.biz

financial services

cfpgroup.biz

Charleston, South Carolina, United States

1-10 employees

LinkedIn Profile

About Coastal Financial Planning Group

investment advisory services, retirementminded financial planning, wealth management, investment solutions, income allocation, wealth management strategies, tax minimization, estate planning, retirement planning, low risk investing, financial planning, risk management, market volatility protection, retirement roadmap, reverse mortgage, financial consulting, retirement savings optimization, other financial investment activities, retirement lifestyle, client-centered approach

Coastal Financial Planning Group's Tech Stack

AI/ML

Cloud

Render

Decision Makers at Coastal Financial Planning Group

1 contact

Rick Durkee

Founder/CEO

r***@cfpgroup.biz Sign up to view

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18 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

Coastal Financial Planning Group operates in financial services. Strong sales angles include risk reduction, compliance automation, fraud prevention, and reporting/analytics tools.

Coastal Financial Planning Group's Position in the StackWho Database

• Coastal Financial Planning Group is 1 of 21,667 financial services companies tracked in StackWho.
• 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
• 2,345 companies in South Carolina are in the StackWho database.
• 8,943 financial services companies are in the 1-10 employee range (same size as Coastal Financial Planning Group).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated July 2026.

Frequently Asked Questions

What technology does Coastal Financial Planning Group use?

Coastal Financial Planning Group uses Outlook, Microsoft Office 365, Google Cloud Hosting, DoubleClick, Google Tag Manager, Varnish, and 12 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Coastal Financial Planning Group?

StackWho has verified email addresses for 1 decision maker at Coastal Financial Planning Group. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Coastal Financial Planning Group directly for sales, recruiting, or partnerships.

What industry is Coastal Financial Planning Group in?

Coastal Financial Planning Group operates in the financial services industry, headquartered in Charleston, South Carolina, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Coastal Financial Planning Group's contact data?

Yes. StackWho Pro members can export decision maker contact data for Coastal Financial Planning Group and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.