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MassMutual financial professional.

Jose F. Velascoemail

Jose F. Velascoemail


Coastal Wealth

1000 Corporate Dr #700
Fort Lauderdale, FL 33334

Professional Story

BUSINESS PHILOSOPHY

 

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

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.
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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, Investment Strategies


Check the background of this investment professional on FINRA's BrokerCheck