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MassMutual financial professional.

Phillipe Paretemail

Coastal Wealth

1000 Corporate Dr #700
Fort Lauderdale, FL 33334

  • Professional Story

    Phillipe Paret is a financial planner, financial advisor, and insurance agent based out of South Florida. He serves a diverse client base seeking comprehensive financial advice and business consulting. Phil works with high net-worth families, business owners, athletes, entertainers, celebrities, family offices, corporate executives, and retirees.

    Originally from New York, Phil spent half his childhood in the north before moving to South Florida. Shortly after graduating from the University of Florida, Phil began his career in financial services with New York Life and NYLife Securities.

    After years of learning the wealth management, financial planning, and insurance businesses and landscapes, Phil realized clients needed and deserved more than the industry average of transactional business. Clients also needed their advice to be more tailored, comprehensive, and inclusive of multiple disciplines. After joining Mass Mutual, Phil began giving advice that was more comprehensive in nature.

    Phil leads an advisory team that works hand in hand with strategic partners to design sophisticated wealth management plans and detailed financial strategies for his clients; taking into account their investment needs, insurance needs, ability or willingness to assume risk, time horizon, and other factors that may affect their investment and insurance decisions.

     

    Education

    University of Florida

    Hobbies

    Basketball
    Working Out
    Reading
    Traveling
    Coding
    Movies

    Community Involvement

    United Way
    Beacon Council
    DECA
    Boys and Girls Club
    YMCA
    Miami Chamber of Commerce

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Retirement Strategies
    • Risk Management Strategies
    • Estate Planning
    • Financial Education

  • Online Services

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