Coastal Wealth

Main Office

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

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Jeremy Straub

Managing Partner of Coastal Wealth

Our Financial Professionals

  1. Gina Adly

    Coastal Wealth

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Retirement Income Planning
    • Retirement Strategies
    • Show More

    Languages:

    • English
    • Jason Applebaum

      Coastal Wealth

      Focus:

      • Insurance Strategies
      • Retirement Income Planning
      • College Funding Strategies
      • Risk Management Strategies
      • Show More

      Languages:

      • English
      • Andre Belle

        Coastal Wealth

        Focus:

        • Business Owners
        • Insurance Strategies
        • Retirement Income Planning
        • Retirement Strategies
        • Show More

        Languages:

        • English
      • Eileen Cioe

        CFP®, CFS®, CLTC®

        Coastal Wealth

        Focus:

        • Insurance Strategies
        • Business Owners
        • LGBTQ
        • Special Care
        • Show More

        Languages:

        • English
        • J.Fernando Gonzalez

          Coastal Wealth

          Focus:

          • Insurance Strategies
          • Investment Strategies
          • Business Owners
          • LGBTQ
          • Show More

          Languages:

          • English, Spanish
        • Marcia Gooden-George, MBA

          MBA

          Coastal Wealth

          Focus:

          • Insurance Strategies
          • Investment Strategies
          • Business Owners
          • Retirement Income Planning
          • Show More

          Languages:

          • English
        • Jacqueline Grellinger

          Coastal Wealth

          Focus:

          • Insurance Strategies
          • Investment Strategies
          • Business Owners
          • LGBTQ
          • Show More

          Languages:

          • English
          • Laurie E. Madenfort

            CLTC®

            Coastal Wealth

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Business Owners
            • LGBTQ
            • Show More

            Languages:

            • English
          • Shalom Moldavski

            Coastal Wealth

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Business Owners
            • Retirement Income Planning
            • Show More

            Languages:

            • English, Russian
            • Alan I. Nazarow

              Coastal Wealth

              Focus:

              • Insurance Strategies
              • Business Owners
              • Investment Strategies
              • LGBTQ

              Languages:

              • English
              • Anh L. Nguyen

                CFA®, MBA, CFP®

                Coastal Wealth

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Business Owners
                • College Funding Strategies
                • Show More

                Languages:

                • English, Vietnamese
              • Richard "Rick" Price

                FSCP®

                Coastal Wealth

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Financial Education
                • Risk Management Strategies
                • Show More

                Languages:

                • English
              • Dr. Alberto A. Regueira

                Coastal Wealth

                Focus:

                • Insurance Strategies
                • Business Owners
                • Retirement Income Planning
                • Estate Planning
                • Show More

                Languages:

                • English, Spanish
                • William J. Sanchez

                  Coastal Wealth

                  Focus:

                  • Insurance Strategies
                  • Financial Education
                  • College Funding Strategies
                  • Retirement Income Planning
                  • Show More

                  Languages:

                  • English
                  • Kelsey C. Stofft

                    Coastal Wealth

                    Focus:

                    • Insurance Strategies
                    • Business Owners
                    • Retirement Income Planning
                    • Retirement Strategies
                    • Show More

                    Languages:

                    • English
                  • Jacquelyn "Jackie" Wright

                    Coastal Wealth

                    Focus:

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

                    Languages:

                    • English
                  CRN202109-253382