Operator. Entrepreneur. Mentor.
Operator. Entrepreneur. Mentor.
Operator. Entrepreneur. Mentor.
Operator. Entrepreneur. Mentor.
Operator. Entrepreneur. Mentor.
Operator. Entrepreneur. Mentor.
Jeremy Straub is a financial services leader and founder of multiple companies, known for building scalable platforms, developing leaders, and creating long-term enterprise value.
As CEO of Coastal Wealth. With hundreds of advisors, and a vision to triple that number in the coming years, Coastal has become a platform where advisors can build businesses that are both scalable and sellable.
Jeremy’s leadership philosophy is clear: provide structure, tools, and mentorship so advisors can focus on serving clients and growing enterprise value. Under his direction, Coastal Wealth has become a benchmark for supported independence in financial services, and a place where advisors transform into true business leaders and owners.
Jeremy’s leadership philosophy is clear: provide structure, tools, and mentorship so advisors can focus on serving clients and growing enterprise value. Under his direction, Coastal Wealth has become a benchmark for supported independence in financial services, and a place where advisors transform into true business leaders and owners.
Current Role
& Core Identity
Entrepreneur & Companies
PCar Marketplace
A curated automotive marketplace for enthusiasts and collectors.
These ventures highlight Jeremy’s range as an operator — from financial services to hospitality and lifestyle — while reinforcing his core commitment to building companies with lasting impact.
Philosophy & Mentorship
My mission has always been to help advisors move beyond being just advisors. I want to help them become true business owners and leaders, people who build teams, create systems, and scale companies that last. That’s the ethos behind Coastal Wealth and the mindset I share every day.”
Through his podcast, Mindset Meets Money, Jeremy mentors the next generation of entrepreneurs and financial leaders. He shares candid conversations about leadership, growth, and what it truly takes to operate at a high level.”
A few years ago, I was diagnosed with cancer. That moment forced me to reset, simplify, and focus on what really matters. It gave me a new perspective on discipline, balance, and resilience.
For me, that journey became a defining reminder: true leadership isn’t measured when things are easy, but by how you show up when it matters most.
For me, that journey became a defining reminder: true leadership isn’t measured when things are easy, but by how you show up when it matters most.
Health
Journey
Jeremy continues to lead, mentor, and build with a focus on developing leaders and creating companies built to last.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
