Eileen Cioe

Credentials:
  • CFP®
  • CFS®
  • CLTC®

Focus: Insurance Strategies, Business Owners, LGBTQ, Special Care, Investment Strategies

Languages: English

PERSONAL

  • Resident of Florida since 1985 and of Hillsboro Beach, FL since 1999
  • Family: Husband Marcelino, and three sons, two daughters and three grandsons
  • Hobbies: Being a Soccer Mom, reading, traveling and cooking
  • Education: Bryant University, Rhode Island – B.S. Memphis University, Tennessee – M.A. in Sociology and Economics

ORGANIZATIONS

  • Million Dollar Round Table (MDRT)
  • Past Member of the MetLife Securities Inner Circle
  • Women in Insurance – Circle of Excellence Award
  • BNI –Broward County – past President – 2 years
  • Previous President – ABWA – 2 years

PRODUCTS AND SERVICES

Individuals and Family

  • Fixed & Variable Annuities
  • Charitable Giving Strategies**
  • Income Protection Planning
  • Estate Conservation Strategies**
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Life Insurance
  • Investment Strategies
  • Wealth Management Strategies

Business

  • Business Continuation / Exit Strategies
  • Golden Executive Bonus Arrangement
  • Lump Sum Pension Distribution
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Full Service Brokerage
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Business Insurance
  • Group Benefits (health, 401(k), simple pension etc.)

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance and Variable Annuities in Florida, Georgia, Hawaii, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas & Virginia
  • Registered to offer securities products in California, Delaware, Florida, Georgia, Hawaii, Illinois, Kansas, Maryland, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia & Washington
  • Obtained the Certified Financial PlannerTM, professional certification along with the Certified Fund Specialist and Certified Long Term Care Designations
  • Ten (10) time Conference Qualifier

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

 

 

See Eileen’s Licenses and Disclosures

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Coastal Wealth

Main Office

2400 E Commercial Boulevard Suite 1100
Fort Lauderdale, FL 33308-4044

Visit Agency Website

L0716472537[exp0717]