Terms of Use
Terms governing your access to and use of the Coastline Financial Partners website.
Effective date: July 28, 2026
General information only
Website content is provided for general educational and informational purposes. It is not individualized investment, tax, accounting, insurance, or legal advice and does not create an advisory, fiduciary, or professional relationship.
No offer or guarantee
Nothing on this website is an offer to buy or sell securities or a guarantee of any financial result. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.
Professional advice
Consult appropriately licensed professionals before acting on financial, investment, tax, legal, accounting, or insurance matters. Specific services are provided only under a separate written agreement where applicable.
Permitted use
You may use this website for lawful personal and informational purposes. You may not interfere with site operation, attempt unauthorized access, introduce malicious code, scrape content at scale, misrepresent affiliation, or use materials in a way that violates applicable law.
Intellectual property
Site text, design, graphics, branding, and other materials are owned by or licensed to the website operator and are protected by applicable intellectual-property laws. Limited personal use does not transfer ownership rights.
Third-party resources
Links to third-party sites may be provided for convenience. Coastline Financial Partners does not control and is not responsible for third-party content, availability, privacy practices, or services.
Disclaimer and limitation
The website is provided on an “as available” basis without warranties to the fullest extent permitted by law. To the fullest extent permitted by law, the website operator is not liable for indirect, incidental, special, consequential, or punitive damages arising from use of the site.
Changes
These terms may be updated periodically. Continued use after publication of changes constitutes acceptance of the revised terms.
Contact
Questions may be directed to future@coastlinefp.com or 415-570-6851.