
Stephane Latieyreemail
Coastal Wealth - Coral Gables Satellite Office
Coral Gables, FL 33134
Professional Story
Stephane Latieyre
Financial Professional, Coastal Wealth
My purpose is to bring value to individuals and businesses pertaining to their insurance and financial needs and guide them to their future goals.
I hold FINRA Series 6 and 63 licenses, the SIE, and a Florida 2-15 license. My career spans more than 25 years, from Wall Street brokerage to mergers and acquisitions and IPO advisory.
We will start with a plain, concise conversation about what you earn, what you own, what you want, and what's in the way. Then we will discuss your options in clear terms, so you decide with your eyes open.
I played professional tennis and am still coaching today. I bring the same passion and dedication to a client meeting that I bring to the court: fundamentals first, one adjustment at a time.
I truly enjoy bringing value and finding proper solutions and look forward to our conversations.
Education
University of South Carolina
Hobbies
Tennis, Fishing, chess , pickleball .
Affiliations & Memberships
Member of International High IQ Society (IHIQS) - Member of United states Professional Tennis Registry (USPTR)
Community Involvement
Humane Society
Languages: English, French, Spanish
Specialties:Business Owners, Group Benefits, Retirement Income Planning, Insurance Strategies, Investment Strategies, Retirement Strategies
Check the background of this investment professional on FINRA's BrokerCheck