Coastal Wealth

Main Office

1000 Corporate Dr #700
Fort Lauderdale, FL 33334

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Jeremy Straub

Managing Partner of Coastal Wealth

Our Financial Professionals

  1. Rafael Abitbol

    Coastal Wealth

    Focus:

    • Insurance Strategies

    Languages:

    • English
    • Gina Adly

      Coastal Wealth

      Focus:

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

      • English
      • Jason Applebaum

        Coastal Wealth

        Focus:

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

        Languages:

        • English
        • Henry G. Baker

          Coastal Wealth

          Focus:

          • Insurance Strategies
          • Business Owners
          • Group Benefits
          • Charitable Giving
          • Show More

          Languages:

          • English
        • Bashar Baraz

          Coastal Wealth

          Focus:

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

          Languages:

          • English
          • Paul Beckman

            Coastal Wealth

            Focus:

            • Insurance Strategies
            • Investment Strategies

            Languages:

            • English
            • Craig E. Behrman

              Coastal Wealth

              Focus:

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

              Languages:

              • English
              • Andre Belle

                Coastal Wealth

                Focus:

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

                Languages:

                • English
              • John Capin

                Coastal Wealth

                Focus:

                • Insurance Strategies
                • Investment Strategies

                Languages:

                • English
                • R "Rodney" Christensen

                  Coastal Wealth

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Eileen Cioe

                    CFP®, CFS®, CLTC®

                    Coastal Wealth

                    Focus:

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

                    Languages:

                    • English
                    • Cory Clair

                      Coastal Wealth

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies

                      Languages:

                      • English
                      • Raji Corey

                        FSCP®

                        Coastal Wealth

                        Focus:

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

                        Languages:

                        • English
                        • Mario Cuberos

                          Coastal Wealth

                          Focus:

                          • Insurance Strategies

                          Languages:

                          • English
                          • Robert Devine

                            CFP®

                            Coastal Wealth

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Roger Dominey

                              CFP®, ChFC®, CLU®

                              Coastal Wealth

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • Remy Dou

                                Coastal Wealth

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies

                                Languages:

                                • English, Spanish
                                • Kika Elkind

                                  MBA

                                  Coastal Wealth

                                  Focus:

                                  • Insurance Strategies
                                  • College Funding Strategies
                                  • Group Benefits
                                  • Financial Education
                                  • Show More

                                  Languages:

                                  • English, Spanish
                                  • Miles R. Evans

                                    Coastal Wealth

                                    Focus:

                                    • Insurance Strategies

                                    Languages:

                                    • English
                                    • Gardy Excellent

                                      Coastal Wealth

                                      Focus:

                                      • Insurance Strategies
                                      • Investment Strategies

                                      Languages:

                                      • English, French
                                      • Jason S. Falick

                                        Coastal Wealth

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies

                                        Languages:

                                        • English
                                        • Jonathon J. Fernandez-Rubio

                                          MBA

                                          Coastal Wealth

                                          Focus:

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

                                          Languages:

                                          • English
                                          • Alicia Figueroa

                                            MBA, MA

                                            Coastal Wealth

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies

                                            Languages:

                                            • English, Spanish, Portuguese
                                            • Timothy Fitzpatrick

                                              Coastal Wealth

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies

                                              Languages:

                                              • English
                                              • Michele Friedlander

                                                Coastal Wealth

                                                Focus:

                                                • Insurance Strategies

                                                Languages:

                                                • English
                                                • Steven Glenn

                                                  CLU®, ChFC®, MSFS, MSM, AIF®

                                                  Coastal Wealth

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Investment Strategies

                                                  Languages:

                                                  • English
                                                  • Kristi Gomez

                                                    Coastal Wealth

                                                    Focus:

                                                    • Insurance Strategies
                                                    • Investment Strategies

                                                    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
                                                    • Ryan J. Goodson

                                                      Coastal Wealth

                                                      Focus:

                                                      • Insurance Strategies

                                                      Languages:

                                                      • English
                                                      • David Greenberg

                                                        CLTC®

                                                        Coastal Wealth

                                                        Focus:

                                                        • Insurance Strategies
                                                        • Investment Strategies

                                                        Languages:

                                                        • English
                                                        • Jacqueline Grellinger

                                                          Coastal Wealth

                                                          Focus:

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

                                                          Languages:

                                                          • English
                                                          • Cecilia Gutierrez

                                                            Coastal Wealth

                                                            Focus:

                                                            • Insurance Strategies
                                                            • Business Owners
                                                            • College Funding Strategies

                                                            Languages:

                                                            • English, Spanish
                                                            • Jason E. Heller

                                                              CFP®, ChFC®, CIMA®, MSFS, RICP®, CMFC®, CLU®, AAMS®, CRPC®, CFS®, AWMA®, CRPS®, BCAA, CAP®, AEP®, CFBS, CAS®, AIF®, CDFA™

                                                              Coastal Wealth

                                                              Focus:

                                                              • Insurance Strategies
                                                              • Investment Strategies

                                                              Languages:

                                                              • English
                                                              • Daniel A. Henley

                                                                CFP®

                                                                Coastal Wealth

                                                                Focus:

                                                                • Insurance Strategies
                                                                • Investment Strategies

                                                                Languages:

                                                                • English
                                                                • Mel Johnson

                                                                  CLU®, ChFC®, LUTCF®, MSM

                                                                  Coastal Wealth

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • Investment Strategies

                                                                  Languages:

                                                                  • English
                                                                  • Suzanne Johnson-Austin

                                                                    Coastal Wealth

                                                                    Focus:

                                                                    • Insurance Strategies
                                                                    • Investment Strategies

                                                                    Languages:

                                                                    • English
                                                                    • Noah Kahn

                                                                      Coastal Wealth

                                                                      Focus:

                                                                      • Insurance Strategies
                                                                      • Investment Strategies

                                                                      Languages:

                                                                      • English
                                                                      • Richard I. Karchefsky

                                                                        Coastal Wealth

                                                                        Focus:

                                                                        • Insurance Strategies
                                                                        • Investment Strategies

                                                                        Languages:

                                                                        • English
                                                                        • Phillip Kittell

                                                                          Coastal Wealth

                                                                          Focus:

                                                                          • Insurance Strategies
                                                                          • Business Owners
                                                                          • Business Succession Planning
                                                                          • Estate Planning
                                                                          • Show More

                                                                          Languages:

                                                                          • English
                                                                          • Diana Kokhan

                                                                            Coastal Wealth

                                                                            Focus:

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

                                                                            Languages:

                                                                            • English, Russian
                                                                          • Brandon Kuhn

                                                                            CFP®, RFC®

                                                                            Coastal Wealth

                                                                            Focus:

                                                                            • Insurance Strategies
                                                                            • Investment Strategies

                                                                            Languages:

                                                                            • English
                                                                            • Karen Lalonde

                                                                              Coastal Wealth

                                                                              Focus:

                                                                              • Business Owners
                                                                              • Business Succession Planning
                                                                              • Financial Education
                                                                              • Group Benefits
                                                                              • Show More

                                                                              Languages:

                                                                              • English
                                                                              • Christopher J. Lewis

                                                                                Coastal Wealth

                                                                                Focus:

                                                                                • College Funding Strategies
                                                                                • Financial Education
                                                                                • Group Benefits
                                                                                • Insurance Strategies
                                                                                • Show More

                                                                                Languages:

                                                                                • English
                                                                                • Travis L. MacDonald

                                                                                  LUTCF®

                                                                                  Coastal Wealth

                                                                                  Focus:

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

                                                                                  Languages:

                                                                                  • English
                                                                                • Laurie E. Madenfort

                                                                                  CLTC®

                                                                                  Coastal Wealth

                                                                                  Focus:

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

                                                                                  Languages:

                                                                                  • English
                                                                                • Vonnell Martinez

                                                                                  Coastal Wealth

                                                                                  Focus:

                                                                                  • Insurance Strategies
                                                                                  • Investment Strategies

                                                                                  Languages:

                                                                                  • English
                                                                                  • Elizee Milhomme, MBA

                                                                                    MBA

                                                                                    Coastal Wealth

                                                                                    Focus:

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

                                                                                    Languages:

                                                                                    • English
                                                                                    • Brandon Moe

                                                                                      Coastal Wealth

                                                                                      Focus:

                                                                                      • Insurance Strategies
                                                                                      • Business Owners
                                                                                      • Investment Strategies
                                                                                      • Group Benefits
                                                                                      • Show More

                                                                                      Languages:

                                                                                      • English
                                                                                      • Shalom Moldavski

                                                                                        Coastal Wealth

                                                                                        Focus:

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

                                                                                        Languages:

                                                                                        • English, Russian
                                                                                        • Edward Mooney

                                                                                          Coastal Wealth

                                                                                          Focus:

                                                                                          • Business Succession Planning
                                                                                          • Insurance Strategies
                                                                                          • Investment Strategies

                                                                                          Languages:

                                                                                          • English
                                                                                          • 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
                                                                                            • George E. Ossi

                                                                                              Coastal Wealth

                                                                                              Focus:

                                                                                              • Insurance Strategies
                                                                                              • Investment Strategies

                                                                                              Languages:

                                                                                              • English