Stefan M. Marrero


    Focus: Insurance Strategies, Business Owners, LGBTQ, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

    Languages: English, Spanish

    Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.

    Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

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    Coastal Wealth - Miami

    Satellite Office

    2 S Biscayne Blvd Suite 2200
    Miami, FL 33131

    CRN202008-234829