Avery N. Chartier

Avery supports Aura Legacy as a Paraplanner through Coastal Wealth’s Planning Solutions Group, partnering closely with advisors to create thoughtful, compliant financial plans rooted in both technical excellence and genuine care for the client experience. 

A career-changer inspired by the clarity and purpose financial planning can bring, especially during the COVID-19 pandemic, Avery earned a BBA in Financial Planning and is a CFP® candidate. Prior to joining Coastal Wealth, Avery worked at MassMutual in investment services and case consulting, building financial plans for advisors across the country and developing a strong foundation in compliance, operational efficiency, and strategic problem-solving. 

Avery brings a rare balance of precision and empathy to the planning process, helping ensure that every plan is not only sound on paper, but meaningful and empowering for the clients it serves.