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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Craig M. Gougis

Founder & CEO

(949) 524-9190

cgougis@southcoastwm.com

Craig is the Founder & CEO of South Coast Wealth Management. He has over 20 years of financial services industry experience and has worked for some of the largest firms in the world including Merrill Lynch, Wells Fargo and Citigroup...

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Adam R. Shipley

Managing Partner

(310) 701-1030

(888) 398-4212

ashipley@southcoastwm.com

Adam Shipley focuses on investment planning, real estate strategies, and asset protection. Adam began his career in commercial real estate working directly with investors, owners, and company executives. Adam received a...

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Darren Daye

President

(949) 748-7741

ddaye@southcoastwm.com

Darren began his financial career in 1997. He is dedicated to assisting individuals, families and businesses achieve their financial goals and objectives, by providing comprehensive and highly personalized retirement, estate and...

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Andrae Miller

Regional Vice President

(949) 300-2992

(888) 398-4212

amiller@southcoastwm.com

Andrae Miller is a financial advisor who helps his clients with estate planning and building diversified investment portfolios. He started his career as an advisor with Merrill Lynch serving his clients needs. By presenting his clients...

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Julie Broady

Regional Vice President

(949) 748-7741

jbroady@southcoastwm.com

Julie began her career as a financial advisor with the wire houses Prudential Securities and Merrill Lynch. She subsequently transitioned to the independent broker dealer environment. Click here to view this individual’s Form ADV...

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Caitlyn Kirk

Marketing Director

(757) 817-5750

(888) 398-4212

ckirk@southcoastwm.com

Caitlyn helps individuals with annuities, life insurance, and health insurance. She also assists companies both large and small with company sponsored retirement plans such as 401(k)s and profit sharing. Caitlyn is finishing her degree...
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Li Jiang

Investment Executive

(561) 283-6864

ljiang@nationalsecurities.com

Li is born and raised in ShenZhen, China. His first stop in the US was University of Florida where he earned his master's degree in computer science. Before starting his career in the financial world, Li worked for Huawei Technology...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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