Coastal Wealth

Main Office

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

Get Directions

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
  2. Eileen Cioe

    CFP®, CFS®, CLTC®

    Coastal Wealth

    Focus:

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

    • English
  3. Jason Coopersmith

    Coastal Wealth

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies

    Languages:

    • English
  4. Thomas "Tom" Jordan

    Coastal Wealth

    Focus:

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

    • English
  5. Laurie E. Madenfort

    CLTC®

    Coastal Wealth

    Focus:

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

    • English
  6. Shalom Moldavski

    Coastal Wealth

    Focus:

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

    • English, Russian
  7. Alan I. Nazarow

    Coastal Wealth

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies
    • LGBTQ

    Languages:

    • English
  8. William "Bill" Owen

    MBA

    Coastal Wealth

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies

    Languages:

    • English
  9. Christopher Pitera

    LUTCF®

    Coastal Wealth

    Focus:

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

    • English
  10. Dr. Alberto A. Regueira

    Coastal Wealth

    Focus:

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

    • English, Spanish
  11. Matt J. Walters, II

    Coastal Wealth

    Focus:

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

    • English

CRN201905-211178