Coastal Wealth - Plantation

Satellite Office

1200 S. Pine Island Road, Ste. 350
Plantation, FL 33324

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    MAIN OFFICE


    Our Advisors

    1. Richard "Rich" Akirmaian

      CASL®, CFP®, ChFC®, CLTC®, CLU®

      Coastal Wealth - Plantation

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Retirement Income Planning

      Languages:

      • English, Spanish
      • John G. Allison

        LUTCF®

        Coastal Wealth - Plantation

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        • Nicholas Ellingsworth-Perez

          Coastal Wealth - Plantation

          Focus:

          • Insurance Strategies
          • Business Owners
          • Investment Strategies

          Languages:

          • English
          • Max Farahani

            Coastal Wealth - Plantation

            Focus:

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

            • English
            • Mateo Garcia

              Coastal Wealth - Plantation

              Focus:

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

              • English, Spanish
              • Casey Johnson

                Coastal Wealth - Plantation

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Business Owners

                Languages:

                • English
                • Maohong Li

                  CFP®, ChFC®, CLU®

                  Coastal Wealth - Plantation

                  Focus:

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

                  • English, Chinese – Mandarin, Chinese – Cantonese
                  • Jared Morgenstern

                    Coastal Wealth - Plantation

                    Focus:

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

                    • English
                    • Julius Pappas

                      MBA

                      Coastal Wealth - Plantation

                      Focus:

                      • Insurance Strategies
                      • Business Owners
                      • Investment Strategies

                      Languages:

                      • English
                      • Robert "David" Pettit

                        Coastal Wealth - Plantation

                        Focus:

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

                        Languages:

                        • English
                        • Andrew R. Price

                          Coastal Wealth - Plantation

                          Focus:

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

                          • English
                          • Christopher Price

                            CFP®, RICP®

                            Coastal Wealth - Plantation

                            Focus:

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

                            Languages:

                            • English
                            • Michael E. Taylor

                              CRPC®, MBA

                              Coastal Wealth - Plantation

                              Focus:

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

                              • English
                              • Regina Wellman

                                Coastal Wealth - Plantation

                                Focus:

                                • Insurance Strategies
                                • Business Owners
                                • College Funding Strategies
                                • Business Succession Planning
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                                Languages:

                                • English
                                • Leor Zmora

                                  Coastal Wealth - Plantation

                                  Focus:

                                  • Insurance Strategies
                                  • Estate Planning
                                  • Business Owners
                                  • College Funding Strategies
                                  • Show More

                                  Languages:

                                  • English
                                  CRN201905-211178