Coastal Wealth

Main Office

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

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See our Licenses and Disclosures

SATELLITE OFFICES


Our Advisors

  1. Jason Applebaum

    Coastal Wealth

    Focus:

    • Insurance Strategies
    • Retirement Income Planning
    • College Funding Strategies
    • Risk Management Strategies
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    Languages:

    • English
    • Eileen Cioe

      CFP®, CFS®, CLTC®

      Coastal Wealth

      Focus:

      • Insurance Strategies
      • Business Owners
      • LGBTQ
      • Special Care
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      Languages:

      • English
      • Jason Coopersmith

        Coastal Wealth

        Focus:

        • Insurance Strategies
        • Business Owners
        • Investment Strategies

        Languages:

        • English
        • Ignacio Gonzalez

          Coastal Wealth

          Focus:

          • Insurance Strategies
          • Investment Strategies
          • Retirement Income Planning
          • Financial Education
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          Languages:

          • English, Spanish
          • Thomas "Tom" Jordan

            Coastal Wealth

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Retirement Income Planning
            • College Funding Strategies
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            Languages:

            • English
            • Laurie E. Madenfort

              CLTC®

              Coastal Wealth

              Focus:

              • Insurance Strategies
              • Investment Strategies
              • Business Owners
              • LGBTQ
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              Languages:

              • English
              • Shalom Moldavski

                Coastal Wealth

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Business Owners
                • Retirement Income Planning
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                Languages:

                • English, Russian
                • Alan I. Nazarow

                  Coastal Wealth

                  Focus:

                  • Insurance Strategies
                  • Business Owners
                  • Investment Strategies
                  • LGBTQ

                  Languages:

                  • English
                  • William "Bill" Owen

                    MBA

                    Coastal Wealth

                    Focus:

                    • Insurance Strategies
                    • Business Owners
                    • Investment Strategies

                    Languages:

                    • English
                    • Christopher Pitera

                      LUTCF®

                      Coastal Wealth

                      Focus:

                      • Insurance Strategies
                      • Business Owners
                      • LGBTQ
                      • Investment Strategies
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                      Languages:

                      • English
                      • Dr. Alberto A. Regueira

                        Coastal Wealth

                        Focus:

                        • Insurance Strategies
                        • Business Owners
                        • Retirement Income Planning
                        • Estate Planning
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                        Languages:

                        • English, Spanish
                        • Matt J. Walters, II

                          Coastal Wealth

                          Focus:

                          • Insurance Strategies
                          • Business Owners
                          • Group Benefits
                          • Risk Management Strategies
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                          Languages:

                          • English

                          CRN201905-211178