MassMutual financial professional.

Jared Morgensternemail

Coastal Wealth - N. Military Trail

3010 N. Military Trail #318
Boca Raton, FL 33431

  • Professional Story

    I am a Financial Planner affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). I have been in the financial services industry since 2004 after starting with MetLife.  Knowledge is the key to a successful financial future.  My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future successful.  My broad knowledge of insurance and investment products gives my clients the confidence they need when working with me. 

    I can offer comprehensive financial strategies and/or focus on one specific area of need.

    I have clients throughout South Florida, primarily in Boca Raton and Plantation area. 

  • Languages:
    • English

  • Specialties:
    • Business Owners
    • Retirement Strategies
    • Investment Strategies
    • Insurance Strategies
    • Retirement Income Planning
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education
    • Special Care
    • LGBTQ
    • Military

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