Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Financial Education, Estate Planning, Business Succession Planning
Casey Johnson is a Financial Planner and Financial Advisor for Coastal Wealth. He leads a specialty group of advisors that focus on financial planning and asset management for their clients.
In 2015, Johnson assumed the leadership role within the company and partnered with Jeremy Straub, CEO of Coastal Wealth, a member of MassMutual Financial Group.
With great communication and strive for perfection, Johnson, created a financial advisement team that caters to physicians, attorneys, business owners, and retirees. Johnson and his team, design and customize each financial strategy to fit every client's needs.
Johnson has been with Coastal Wealth since August of 2008, and has extensive experience in the industry. Previously, he focused on residential and commercial financing until the collapse of the credit markets.
Casey found his way to South Florida via an athletic scholarship to Barry University where he obtained his bachelor's degree. As a former athlete and team captain, working in a team environment came easy to him.
With the financial services industry becoming more complex every year, Casey truly believes a team-based approach to comprehensive advice is the solution to helping clients meet their financial goals.
Check the background of this investment professional on FINRA’s BrokerCheck
1200 S. Pine Island Road, Ste. 350
Plantation, FL 33324