About Us

The Coastal Agency is committed to helping clients formulate and execute strategic plans tailored to their business or real estate objectives. Our dedicated advisors provide ongoing support and guidance throughout the entire lifecycle of your investments. We can offer solutions during challenging times, market fluctuations, or changes in business strategy. We aim to build long-term relationships to foster continuity and stability for your business or real estate portfolio. We strive to become valuable partners who understand your goals, preferences, and priorities, providing consistent support and guidance over time.

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  • Our Vision
  • Our Purpose
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    To provide exceptional business and real estate solutions today to increase each client's capital accumulation in the future.
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    We aim to support individuals, investors, and companies worldwide by providing expert advisory and brokerage services to obtain financing and acquire, operate, or exit a business or real estate in the United States. We intend to grow and expand our operations and offerings using superior internet, mobile, and data technologies. Our knowledgeable staff and partners are dedicated to helping provide safe and equitable access to investment opportunities by empowering everyone to make informed decisions. We provide the best analysis and unparalleled personal service to Grow Your FutureSM.

Our Values

An integral component of the Coastal Agency's culture and business practices integrate an ethical reflection of our beliefs, decision process, and behavior towards others.

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Trustworthiness

Honesty, reliability, and integrity

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Respect

Making decisions that make human rights a priority.

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Responsibility

Accountability and accepting fault.

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Fairness

Notions of process, impartiality, and equity.

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Caring

Sensitivity towards others and avoiding unnecessary harm.

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Citizenship

Obeying laws, assisting the community, and protecting the environment.

Company Affiliations

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Our People

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Managing Broker
CA DRE # 02014808, NMLS # 2015693
CA Notary # 2336126

Shanaz Ajmani

Shanaz has over a decade of loan origination and funding experience. As a regional account executive for a national wholesale lender in California, her team’s average monthly volume was $1B. Her in-depth knowledge of the mortgage industry will help you navigate complexities and find the best rate at favorable terms. Her specialties include loan structuring and in-house underwriting.

Areas of focus:

  • Residential Mortgage & Real Estate
  • Seller / Buyer Representation 
  • Notary Loan Signing
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Managing Broker
CA DRE # 01527232, NMLS # 1511991

Shaman Ajmani

Shaman is passionate about helping people responsibly leverage capital for investments and portfolio diversification. He has served as CFO for multiple companies, and his finance and real estate management background will help you make sound decisions while considering your short- and long-term goals. His specialties include business acquisition, exit strategies, and commercial real estate analysis.

Areas of focus:

  • Commercial Loans
  • Business & Commercial Real Estate
  • Seller / Buyer / Tenant Representation

Customer Testimonials

Hudack Family Trust | Financial Advisory

“I cannot speak more highly of my experience with Shaman. He gave me cold call which I initially ignored. I was using a national company for refinancing, but that company was very unreliable and requested unneeded information which I provided them and they still rejected it. I then called Shaman. Working with him was ideal. He was responsive, explained each step, and called me whenever there was a question about my documents or request. My loan was refinanced quickly and efficiently. I highly recommend Shaman to anyone seeking loan assistance.”

Patrick Hudack

Trustee

Sohail Mehrasa | Financial & Real Estate Advisory

“The Coastal Agency provides both the financing and real estate service under the same roof. This by itself makes the entire process much faster and efficient and makes a big difference in this highly competitive market. Mr. Ajmani is an asset for the business by being very sharp, fast-acting, efficient with keen attention to details and always looking out for the benefit of their customer. If you’re looking for a great, professional, fast and courteous real estate and loan agent you can look no further. It’s been a great pleasure.”

Sohail Mehrasa

Investor

Hudack Family Trust | Financial Advisory

“I cannot speak more highly of my experience with Shaman. He gave me cold call which I initially ignored. I was using a national company for refinancing, but that company was very unreliable and requested unneeded information which I provided them and they still rejected it. I then called Shaman. Working with him was ideal. He was responsive, explained each step, and called me whenever there was a question about my documents or request. My loan was refinanced quickly and efficiently. I highly recommend Shaman to anyone seeking loan assistance.”

Patrick Hudack

Trustee

Insights

Risk is expensive

The primary factor in determining your lending...

The concept of leverage

Financing a real estate investment may increase...

Seller's Discretionary Earnings (SDE)

SDE determines business cash flow and enables an...

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