Amanda Albert

South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.

Greetings! If you've built significant income and wealth but find yourself asking "when does it actually become enough?" - you're in the right place. We work with high-income professionals who are done with the default earn-more path and ready to define what financial independence actually looks like for them. Not the traditional retire-at-65 version, but rather the kind that gives you real freedom of choice - to keep building, to downshift, to take a sabbatical, to pursue something that pays less but means more, or simply to know you could walk away if you wanted to. Financial independence means something different to everyone. We help you define what it means for you. Our clients typically navigate complex financial lives: equity compensation (RSUs, ISOs, NSOs, ESPP) that requires careful coordination, business ownership with income variability and tax complexity, or $2M+ in net worth without an integrated strategy pulling it all together. They're growth-oriented and curious about the psychology and assumptions shaping their financial decisions - not just the tactics. We serve as your long-term strategic financial partner - coordinating your income, equity compensation, tax strategy, investments, and major life decisions into one integrated plan built around what matters most to you, not a generic retirement timeline. Our team includes Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA), and a Certified Financial Therapist (CFT-I™). We bring technical depth, but we believe the most important financial decisions aren't just technical, they're personal. Money reflects your values, your identity, and the trade-offs you're willing to make. We help you get clear on all of it. We've been recognized by Investment News 40 Under 40, Business Insider's Top Financial Planners for Millennials, Financial Advisor Magazine's Top 10 Young Advisors to Watch, and Investopedia's Top 100 Financial Advisors. Founded in 2019 and based in Rhode Island, we work virtually with clients across the country over Zoom - and genuinely enjoy the kids, dogs, and chaos that show up along the way.

Piers Sullivan is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop strategic financial plans tailored to their unique goals. He has been with Fidelity Investments since 2019, progressing through roles including Intern, Financial Representative, Relationship Manager, and currently as a Planning Consultant. He holds a California Insurance License, which supports his work in financial planning and client relationship management. Outside of his professional responsibilities, Piers has personal interests that include fitness, music, reading, surfing, and tennis.

Andrew Burke is a Financial Consultant at Fidelity Investments, where he serves as a primary point of contact for financial planning. In his role, he focuses on understanding clients' personal and retirement goals, collaboratively developing tailored financial plans, implementing strategies aligned with clients' interests, and maintaining these plans over time. Andrew's professional experience includes various roles within Fidelity Investments, such as Investment Consultant from 2020 to 2022 and Regional Investment Consultant from 2014 to 2018. Prior to his current position, he was an AVP and Financial Advisor at Citizens Investment Services from 2018 to 2020. He applies his extensive experience in financial consulting and investment advisory to assist clients in achieving their financial objectives.