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


Managing Partners

Jeremy Straub

Managing Partner of Coastal Wealth

Our Financial Professionals

  1. Jason Applebaum

    Coastal Wealth

    Focus:

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

    • English
    • Andre Belle

      Coastal Wealth

      Focus:

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

        • English
      • J.Fernando Gonzalez

        Coastal Wealth

        Focus:

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

        • English, Spanish
      • Marcia Gooden-George, MBA

        MBA

        Coastal Wealth

        Focus:

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

        • English
      • Jacqueline Grellinger

        Coastal Wealth

        Focus:

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

        • English
        • Sanz Justin

          Coastal Wealth

          Focus:

          • Insurance Strategies
          • Business Owners
          • Charitable Giving
          • Group Benefits
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          Languages:

          • English, French
          • 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
              • Anh L. Nguyen

                CFA®, MBA

                Coastal Wealth

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Business Owners
                • College Funding Strategies
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                Languages:

                • English, Vietnamese
              • Dr. Alberto A. Regueira

                Coastal Wealth

                Focus:

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

                • English, Spanish
                • William J. Sanchez

                  Coastal Wealth

                  Focus:

                  • Insurance Strategies
                  • Financial Education
                  • College Funding Strategies
                  • Retirement Income Planning
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                  Languages:

                  • English
                  • Jacquelyn "Jackie" Wright

                    Coastal Wealth

                    Focus:

                    • Insurance Strategies
                    • Financial Education
                    • Group Benefits
                    • Retirement Income Planning

                    Languages:

                    • English
                  CRN202109-253382