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
    2. John G. Allison

      LUTCF®

      Coastal Wealth - Plantation

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
    3. Nicholas Ellingsworth-Perez

      Coastal Wealth - Plantation

      Focus:

      • Insurance Strategies
      • Business Owners
      • Investment Strategies

      Languages:

      • English
    4. Max Farahani

      Coastal Wealth - Plantation

      Focus:

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

      Languages:

      • English
    5. Mateo Garcia

      Coastal Wealth - Plantation

      Focus:

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

      Languages:

      • English, Spanish
    6. Casey Johnson

      Coastal Wealth - Plantation

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Business Owners

      Languages:

      • English
    7. Maohong Li

      CFP®, ChFC®, CLU®

      Coastal Wealth - Plantation

      Focus:

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

      Languages:

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

      Coastal Wealth - Plantation

      Focus:

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

      • English
    9. Julius Pappas

      MBA

      Coastal Wealth - Plantation

      Focus:

      • Insurance Strategies
      • Business Owners
      • Investment Strategies

      Languages:

      • English
    10. Robert "David" Pettit

      Coastal Wealth - Plantation

      Focus:

      • Insurance Strategies

      Languages:

      • English
    11. Andrew R. Price

      Coastal Wealth - Plantation

      Focus:

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

      Languages:

      • English
    12. Christopher Price

      CFP®, RICP®

      Coastal Wealth - Plantation

      Focus:

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

      Languages:

      • English
    13. Michael E. Taylor

      CRPC®, MBA

      Coastal Wealth - Plantation

      Focus:

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

      • English
    14. Regina Wellman

      Coastal Wealth - Plantation

      Focus:

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

      • English
    15. Leor Zmora

      Coastal Wealth - Plantation

      Focus:

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

      Languages:

      • English
    CRN201905-211178