MassMutual financial professional.

Jose F. Velascoemail

Coastal Wealth

1000 Corporate Dr #700
Fort Lauderdale, FL 33334

  • Professional Story

    BUSINESS PHILOSOPHY

    My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

    QUALIFICATIONS

    • Licensed to sell Life & Health Insurance in FL, NY, NC, TX
    • Registered to offer securities products in FL, NY
    • CERTIFIED FINANCIAL PLANNER TM, CFP Certificant
    • Charter Financial Consultant, ChFC® Designee

    PERSONAL

    • Resident of Florida since 1994
    • Family: Married to Carolina, Kids: Fernando, Matias and Alejandro
    • Hobbies: Soccer, Tennis and Surfing

    ORGANIZATIONS

    • Member of Ecuadorian American Chamber of Commerce.

    Local firms are sales offices of Massachusetts Mutual Life of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Jose Velasco is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC www.sipc.org. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800

  • Languages:
    • English
    • Spanish

  • Credentials:
    • LUTCF®
    • ChFC®
    • CFP®

  • Specialties:
    • Insurance Strategies

See Jose’s Licenses and Disclosures

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