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MassMutual financial professional.

Timothy FitzGeraldemail

Coastal Wealth - 950 South Pine Island Rd, #A150

950 South Pine Island Rd, #A150
Plantation, FL 33324

  • Professional Story

    Tim is passionate about helping you make smart decisions about your finances so you can accomplish your goals and continually pursue your hopes and dreams for the reasons that are most important to YOU.

    Tim’s clients look to him to deliver financial confidence. His mission is to improve your quality of life through the wealth management and planning process. In essence, the focus, clarity, and simplicity that result from aligning your goals and financial choices with your personally held values enables you to make the most of life, and provides you the opportunity to live your best life.

    In July 2020 Tim joined Coastal Wealth where he currently provides his clients with a high level of service and comprehensive wealth management.  Prior to joining Coastal Wealth, he worked as an Investment Advisor Representative with Royal Alliance.  There, he worked with police officers, teachers and nurses to understand their 457, FRS, and 401k benefits, investment options and pension strategies. Tim has obtained his FINRA Series 7 and 66 licenses as well as the 2-15 license for Life, Health and Variable Annuities. 

    Tim was born and raised in Southern California. In 1990 he joined the Army and served 7 years, primarily with the 82nd Airborne Division, where he “jumped out of perfectly good airplanes for a living.”  After his Army career, Tim became a police officer in South Florida where he worked for 21 years, retiring as a Police Lieutenant.  While working as a police officer, Tim earned his Bachelor of Science Degree in Business Administration from the University of Phoenix and went on to earn a Master of Business Administration Degree from Liberty University and a Certificate in Personal Financial Planning from Bryant University. Tim is an active member of the Financial Planning Association, the Army Aviation Association and is a lifetime member of the 82nd Airborne Division Association.  He is also servse as Secretary of the Advisory Council of Mission United.

    Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Tim FitzGerald is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8000.

    Community Involvement

    Mission United
    22 Project

  • Languages:
    • English

  • Credentials:
    • MBA
    • CFP®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Military
    • Business Owners
    • Retirement Income Planning
    • Retirement Strategies
    • Business Succession Planning
    • Risk Management Strategies
    • Financial Education

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