Focus: Insurance Strategies, Investment Strategies, Business Owners, Group Benefits, Retirement Income Planning, College Funding Strategies, Military, Business Succession Planning
Richard B. Ioli is an Investment Advisor Representative and Financial Planner of Coastal Wealth, a member of the MassMutual Financial Group. He focuses on investment strategy and investment management functions for one of the elite teams in Coastal Wealth. Memberships in this elite group, is reserved for outstanding individuals who exemplify the highest standards of personal integrity, professionalism, customer service, and sales achievement.
Richard joined the Coastal Wealth Team in 2015 and has 14 years of industry experience. Previously, he was with MetLife Premier Client Group where he was a registered representative. With the years of experience, he has expanded his knowledge of the financial services industry in efforts to consistently deliver outstanding service to his clients.
Richard received a Bachelor's Degree of Science in Finance from Florida State University and a MBA with a concentration in Finance from Nova Southeastern University, Huizegna College of Business. In 2004, Richard earned the designation of Certified Fund Specialist (CFS) from the Institute of Business & Finance in La Jolla, California.
Born and raised in Hollywood, Florida, Richard has been an active and committed member of the South Florida community. Richard gives back to the community by volunteering in various activities throughout the city of Hollywood. He is the past Vice President of Business for the Hollywood Junior Chamber of Commerce. He also volunteers on the Finance Subcommittee for Chaminade-Madonna College Preparatory.
On his free time, Richard enjoys the tranquility of free diving and fishing along the coast of Key Biscayne.
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1200 S. Pine Island Road, Ste. 350
Plantation, FL 33324