Menu
At CoastPoint Financial, our story began with two experienced financial advisors, Mark Zafereo and Anthony Burgess, who had a shared passion for helping clients make informed financial decisions. With over 20 years of experience in the financial industry, both advisors took unique paths before coming together to form CoastPoint Financial. Mark, a former tax accountant and chief financial officer, and Anthony, a former security supervisor in the state prison system, teamed up in 2014 to deliver personalized financial services to the Victoria, TX community.
CoastPoint Financial was founded on the principle of providing personalized, independent financial advice to our clients. Through our relationship with LPL Financial, we offer access to a wide range of investment and financial products to help meet the diverse needs of our clients. LPL Financial, a leading broker-dealer firm, enables us to deliver trusted brokerage and advisory services while maintaining our independent approach to serving you. Together, we aim to provide the guidance and tools you need to pursue your financial goals.
Crystal Simmons joined Anthony and Mark’s team in 2021 as a Client Associate with Wells Fargo Advisors after working for 10 years as a personal banker. In October 2024, Crystal completed all FINRA qualifying exams to become a Registered Financial Administrative Assistant. After 28 years of owning/operating several childcare businesses, Sandie Totah Loos was hired in late 2023 as a new business startup specialist to assist with the new business transitions and logistics. She became an official part of the company as the Office Manager in February 2024 when CoastPoint Financial opened.
Collectively, our team is founded on the principles of providing personalized, high-quality financial advice and products to our clients. Our clients are our priority. Each member of our team believes wholeheartedly in prioritizing customer service expeditiously and competently. Through our relationship with LPL Financial, we can provide a wide range of investment and financial products to help meet the diverse needs of our customers. LPL Financial, a leading broker-dealer firm, enables us to deliver trusted brokerage and advisory services while maintaining our independent approach to serving you. We are committed to providing you with the essential guidance and tools needed to achieve your financial aspirations.
At CoastPoint Financial, our mission is simple: to provide personalized financial guidance that empowers our clients to achieve their long-term financial goals. We strive to offer a client-first approach, delivering strategies that are both transparent and tailored to each individual’s unique financial situation.
Our team is passionate about helping you achieve financial success. With a wealth of experience and a personalized approach to every client relationship, we are here to support you every step of the way. CoastPoint Financial is committed to providing the guidance, expertise, and resources you need to navigate life’s financial milestones.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Maxime mollitia, molestiae.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Maxime mollitia, molestiae.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Maxime mollitia, molestiae.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Maxime mollitia, molestiae.
Your trusted partner for personalized financial solutions, serving South Texas and beyond.
Copyright © 2025 | Powered by Building Brands Marketing.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Building Brands Marketing to provide information on a topic that may be of interest. Building Brands Marketing is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell or share my personal information
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, CO, CT, FL, GA, IA, IL, IN, KS, KY, MA, ME, MO, NC, NY, OK, PA, TX, UT, VT, WA, and WI.