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/PRNewswire/ Realta Wealth ("Realta"), the exclusive independent wealth management firm formerly known as CoastalOne, announced the appointment of industry.

United statesKevin keefeKevin danaherFinancial servicesUniversity of portsmouthHarvard universityWells fargo bankRealta equities incBanking groupTechnology management for executives programsCharles schwabManagement committeeRealta investment advisors incSan diego state universitySchwab advisor servicesFinancial services veteran