Ewelina Caplap has been appointed as Program Manager of Coastal Wealth Management, available through CFS*. In her role, Caplap will oversee the management of Coastal’s program, which covers investments, insurance, financial planning, trusts, and estate planning.
Caplap brings 20 years of financial services experience to the role, primarily in investments, insurance, and operations. She has been an integral part of the Coastal team since 2015, demonstrating unwavering commitment in every initiative she has undertaken. Her ability to strategize and execute with precision has not only earned her this role but also the respect and admiration of her colleagues.