At Coastal Wealth, Alicia Figueroa is a Financial Advisor who is passionate about empowering individuals and families to build, protect and transfer wealth with confidence. 

With nearly 20 years’ experience in the financial services industry, she began her career at Morgan Stanley during the 2008 financial crisis and then went on to work in Brazil with Citibank after completing an MBA at The Wharton School of the University of Pennsylvania.  

 

When working with clients, Alicia takes a holistic look at their financial life while also understanding the behavioral and emotional aspects that tie into the process . Whether it is helping clients manage cash flow, protection planning, investing for the future or planning for legacy gifts, Alicia works to understand what is important to each client and develops a personalized strategy that aligns with their individual goals.

 

She is committed to making sure clients feel confident and educated about their finances today and for the future. Providing personalized and objective guidance has allowed Alicia to build long-lasting relationships with her clients based on trust, transparency and superior service.

 

When she’s not busy serving clients,  Alicia enjoys time in the sun with her husband and three children. She is trilingual, which serves well living in Miami, and she enjoys cooking and traveling. She is also a member of the Financial Planning Association and serves on the Advisory Council at Nicklaus Children’s Hospital.