Domicile State: MA
Office: 508.990.1583
Fax: 508.993.3810
E-mail: chrishodgson@coastalfinancial.com
CA Insurance License #0C70018

Christopher M. Hodgson, CFP®, MSFS, CFBS, CLTC

Christopher M. Hodgson is the founder and principal of Coastal Financial, proudly serving individuals, families, and business owners since 1999. A graduate of Georgetown University with a Bachelor of Arts in Business Administration, Chris also holds a Master of Science in Financial Services from The American College. He brings over two decades of deep experience and insight to his work, holding several respected industry credentials, including CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Family Business Specialist (CFBS), and Certification in Long-Term Care (CLTC). He also earned a Certificate in Business Succession Planning from The American College.

Chris has been consistently recognized for his professional excellence, most notably as a Forbes Best-in-State Wealth Advisor in 2023, 2024, and 2025. This prestigious recognition, awarded in collaboration with SHOOK Research, highlights advisors who demonstrate a strong track record of success, client-first service, and ethical integrity. Being named to this list for three consecutive years reflects Chris’s unwavering commitment to delivering thoughtful, personalized financial guidance and building long-standing, trust-based relationships with his clients.

With a strong belief in giving back, Chris has long been an active leader in the community. He has held multiple leadership roles with the United Way of Greater New Bedford, including Chairman of the Board, Campaign Chair, and member of both the Executive and Finance Committees. During his tenure, Chris played a pivotal role in driving fundraising efforts, strengthening community partnerships, and advancing the organization's mission to support education, financial stability, and health initiatives throughout the region. His commitment to service reflects both his personal values and his dedication to improving the lives of individuals and families across Greater New Bedford.

He is also a current Trustee of Southcoast Health Systems, where he helps guide strategic oversight and long-term planning for one of the region’s most vital healthcare providers. In this role, Chris contributes his financial expertise and community perspective to support the organization’s mission of delivering exceptional care across southeastern Massachusetts. His work as a Trustee reflects his deep commitment to the well-being of the community and the future of regional healthcare.

Chris lives in South Dartmouth, Massachusetts, with his wife, Lisa, and their loyal wire-haired dachshund, Sophie, who often greets clients at the office. He is proud to work alongside his son, Chris Jr., who has joined the firm as a Financial Planner. Outside the office, Chris enjoys boating, traveling, and gathering with friends over a good meal.