Coastal Wealth

Main Office

1000 Corporate Dr #700
Fort Lauderdale, FL 33334

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Jeremy Straub

Managing Partner of Coastal Wealth

Our Financial Professionals

  1. Rafael Abitbol

    Coastal Wealth

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
    • Gina Adly

      Coastal Wealth

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Retirement Income Planning
      • Retirement Strategies
      • Show More

      Languages:

      • English
      • Jason Applebaum

        Coastal Wealth

        Focus:

        • Insurance Strategies
        • Retirement Income Planning
        • College Funding Strategies
        • Risk Management Strategies
        • Show More

        Languages:

        • English
        • Jason Auricchio

          ChFC®, CFP®

          Coastal Wealth

          Focus:

          • Insurance Strategies
          • Investment Strategies
          • Student Loan Refinancing
          • Retirement Income Planning
          • Show More

          Languages:

          • English
        • Henry G. Baker

          Coastal Wealth

          Focus:

          • Insurance Strategies
          • Business Owners
          • Group Benefits
          • Charitable Giving
          • Show More

          Languages:

          • English
        • Bashar Baraz

          Coastal Wealth

          Focus:

          • Financial Education
          • Insurance Strategies
          • Retirement Income Planning
          • Investment Strategies

          Languages:

          • English
          • Paul Beckman

            Coastal Wealth

            Focus:

            • Insurance Strategies
            • Investment Strategies

            Languages:

            • English
            • Craig E. Behrman

              Coastal Wealth

              Focus:

              • Insurance Strategies
              • Business Owners
              • Retirement Income Planning
              • College Funding Strategies
              • Show More

              Languages:

              • English
              • Andre Belle

                Coastal Wealth

                Focus:

                • Business Owners
                • Insurance Strategies
                • Retirement Income Planning
                • Retirement Strategies
                • Show More

                Languages:

                • English
              • Emmanuel Butmankiewicz

                MBA

                Coastal Wealth

                Focus:

                • Insurance Strategies

                Languages:

                • English
                • John Capin

                  Coastal Wealth

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • R "Rodney" Christensen

                    Coastal Wealth

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies

                    Languages:

                    • English
                    • Eileen Cioe

                      CFP®, CFS®, CLTC®

                      Coastal Wealth

                      Focus:

                      • Insurance Strategies
                      • Business Owners
                      • LGBTQ
                      • Special Care
                      • Show More

                      Languages:

                      • English
                      • Cory Clair

                        Coastal Wealth

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • Raji Corey

                          FSCP®

                          Coastal Wealth

                          Focus:

                          • Financial Education
                          • Insurance Strategies
                          • Investment Strategies
                          • Retirement Income Planning
                          • Show More

                          Languages:

                          • English
                          • Mario Cuberos

                            Coastal Wealth

                            Focus:

                            • Insurance Strategies

                            Languages:

                            • English
                            • Robert Devine

                              CFP®

                              Coastal Wealth

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • Roger Dominey

                                CFP®, ChFC®, CLU®

                                Coastal Wealth

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies

                                Languages:

                                • English
                                • Remy Dou

                                  Coastal Wealth

                                  Focus:

                                  • Retirement Income Planning
                                  • Insurance Strategies
                                  • Investment Strategies

                                  Languages:

                                  • English, Spanish
                                  • Jonathan E. Edouard

                                    Coastal Wealth

                                    Focus:

                                    • Insurance Strategies

                                    Languages:

                                    • English
                                    • Kika Elkind

                                      MBA

                                      Coastal Wealth

                                      Focus:

                                      • Insurance Strategies
                                      • College Funding Strategies
                                      • Group Benefits
                                      • Financial Education
                                      • Show More

                                      Languages:

                                      • English, Spanish
                                      • Stephen D. Estler

                                        ChFC®, CLU®

                                        Coastal Wealth

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies

                                        Languages:

                                        • English
                                        • Miles R. Evans

                                          Coastal Wealth

                                          Focus:

                                          • Insurance Strategies

                                          Languages:

                                          • English
                                          • Gardy Excellent

                                            Coastal Wealth

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies

                                            Languages:

                                            • English, French
                                            • Jason S. Falick

                                              Coastal Wealth

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies

                                              Languages:

                                              • English
                                              • Jonathon J. Fernandez-Rubio

                                                MBA

                                                Coastal Wealth

                                                Focus:

                                                • Insurance Strategies
                                                • Retirement Income Planning
                                                • Retirement Strategies
                                                • College Funding Strategies
                                                • Show More

                                                Languages:

                                                • English
                                                • Alicia Figueroa

                                                  MBA, MA

                                                  Coastal Wealth

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Investment Strategies

                                                  Languages:

                                                  • English, Spanish, Portuguese
                                                  • Timothy FitzGerald

                                                    MBA

                                                    Coastal Wealth

                                                    Focus:

                                                    • Insurance Strategies
                                                    • Investment Strategies

                                                    Languages:

                                                    • English
                                                    • Timothy Fitzpatrick

                                                      Coastal Wealth

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Investment Strategies

                                                      Languages:

                                                      • English
                                                      • Michele Friedlander

                                                        Coastal Wealth

                                                        Focus:

                                                        • Insurance Strategies

                                                        Languages:

                                                        • English
                                                        • Steven Glenn

                                                          CLU®, ChFC®, MSFS, MSM, AIF®

                                                          Coastal Wealth

                                                          Focus:

                                                          • Insurance Strategies
                                                          • Investment Strategies

                                                          Languages:

                                                          • English
                                                          • Kristi Gomez

                                                            Coastal Wealth

                                                            Focus:

                                                            • Insurance Strategies
                                                            • Investment Strategies

                                                            Languages:

                                                            • English
                                                            • J.Fernando Gonzalez

                                                              Coastal Wealth

                                                              Focus:

                                                              • Insurance Strategies
                                                              • Investment Strategies
                                                              • Business Owners
                                                              • LGBTQ
                                                              • Show More

                                                              Languages:

                                                              • English, Spanish
                                                            • Marcia Gooden-George, MBA

                                                              MBA

                                                              Coastal Wealth

                                                              Focus:

                                                              • Insurance Strategies
                                                              • Investment Strategies
                                                              • Business Owners
                                                              • Retirement Income Planning
                                                              • Show More

                                                              Languages:

                                                              • English
                                                            • Ryan J. Goodson

                                                              Coastal Wealth

                                                              Focus:

                                                              • Insurance Strategies

                                                              Languages:

                                                              • English
                                                              • David Greenberg

                                                                CLTC®

                                                                Coastal Wealth

                                                                Focus:

                                                                • Insurance Strategies
                                                                • Investment Strategies

                                                                Languages:

                                                                • English
                                                                • Jacqueline Grellinger

                                                                  Coastal Wealth

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • Investment Strategies
                                                                  • Business Owners
                                                                  • LGBTQ
                                                                  • Show More

                                                                  Languages:

                                                                  • English
                                                                  • Jason E. Heller

                                                                    CFP®, ChFC®, CIMA®, MSFS, RICP®, CMFC®, CLU®, AAMS®, CRPC®, CFS®, AWMA®, CRPS®, BCAA, CAP®, AEP®, CFBS, CAS™, AIF®, CDFA®

                                                                    Coastal Wealth

                                                                    Focus:

                                                                    • Insurance Strategies
                                                                    • Investment Strategies

                                                                    Languages:

                                                                    • English
                                                                    • Daniel A. Henley

                                                                      CFP®

                                                                      Coastal Wealth

                                                                      Focus:

                                                                      • Insurance Strategies
                                                                      • Investment Strategies

                                                                      Languages:

                                                                      • English
                                                                      • Mel Johnson

                                                                        CLU®, ChFC®, LUTCF®, MSM

                                                                        Coastal Wealth

                                                                        Focus:

                                                                        • Insurance Strategies
                                                                        • Investment Strategies

                                                                        Languages:

                                                                        • English
                                                                        • Suzanne "Susie" Johnson-Austin

                                                                          Coastal Wealth

                                                                          Focus:

                                                                          • Insurance Strategies
                                                                          • Investment Strategies
                                                                          • Business Owners
                                                                          • Group Benefits
                                                                          • Show More

                                                                          Languages:

                                                                          • English
                                                                          • Noah Kahn

                                                                            Coastal Wealth

                                                                            Focus:

                                                                            • Insurance Strategies
                                                                            • Investment Strategies

                                                                            Languages:

                                                                            • English
                                                                            • Richard I. Karchefsky

                                                                              Coastal Wealth

                                                                              Focus:

                                                                              • Insurance Strategies
                                                                              • Investment Strategies

                                                                              Languages:

                                                                              • English
                                                                              • Phillip Kittell

                                                                                Coastal Wealth

                                                                                Focus:

                                                                                • Insurance Strategies
                                                                                • Business Owners
                                                                                • Business Succession Planning
                                                                                • Estate Planning
                                                                                • Show More

                                                                                Languages:

                                                                                • English
                                                                                • Diana Kokhan

                                                                                  Coastal Wealth

                                                                                  Focus:

                                                                                  • Insurance Strategies
                                                                                  • Investment Strategies
                                                                                  • Retirement Income Planning
                                                                                  • Risk Management Strategies
                                                                                  • Show More

                                                                                  Languages:

                                                                                  • English, Russian
                                                                                • Brandon Kuhn

                                                                                  CFP®, RFC®

                                                                                  Coastal Wealth

                                                                                  Focus:

                                                                                  • Insurance Strategies
                                                                                  • Investment Strategies

                                                                                  Languages:

                                                                                  • English
                                                                                  • Karen Lalonde

                                                                                    Coastal Wealth

                                                                                    Focus:

                                                                                    • Business Owners
                                                                                    • Business Succession Planning
                                                                                    • Financial Education
                                                                                    • Group Benefits
                                                                                    • Show More

                                                                                    Languages:

                                                                                    • English
                                                                                    • Christopher J. Lewis

                                                                                      Coastal Wealth

                                                                                      Focus:

                                                                                      • College Funding Strategies
                                                                                      • Financial Education
                                                                                      • Group Benefits
                                                                                      • Insurance Strategies
                                                                                      • Show More

                                                                                      Languages:

                                                                                      • English
                                                                                      • Travis L. MacDonald

                                                                                        LUTCF®

                                                                                        Coastal Wealth

                                                                                        Focus:

                                                                                        • Insurance Strategies
                                                                                        • Business Owners
                                                                                        • LGBTQ
                                                                                        • Retirement Income Planning
                                                                                        • Show More

                                                                                        Languages:

                                                                                        • English
                                                                                      • Laurie E. Madenfort

                                                                                        CLTC®

                                                                                        Coastal Wealth

                                                                                        Focus:

                                                                                        • Insurance Strategies
                                                                                        • Investment Strategies
                                                                                        • Business Owners
                                                                                        • LGBTQ
                                                                                        • Show More

                                                                                        Languages:

                                                                                        • English
                                                                                      • Vonnell Martinez

                                                                                        Coastal Wealth

                                                                                        Focus:

                                                                                        • Insurance Strategies
                                                                                        • Investment Strategies

                                                                                        Languages:

                                                                                        • English
                                                                                        • Elizee Milhomme, MBA

                                                                                          MBA

                                                                                          Coastal Wealth

                                                                                          Focus:

                                                                                          • Insurance Strategies
                                                                                          • Investment Strategies
                                                                                          • Business Owners
                                                                                          • Special Care
                                                                                          • Show More

                                                                                          Languages:

                                                                                          • English
                                                                                          • Brandon Moe

                                                                                            Coastal Wealth

                                                                                            Focus:

                                                                                            • Insurance Strategies
                                                                                            • Business Owners
                                                                                            • Investment Strategies
                                                                                            • Group Benefits
                                                                                            • Show More

                                                                                            Languages:

                                                                                            • English
                                                                                            • Shalom Moldavski

                                                                                              Coastal Wealth

                                                                                              Focus:

                                                                                              • Insurance Strategies
                                                                                              • Investment Strategies
                                                                                              • Business Owners
                                                                                              • Retirement Income Planning
                                                                                              • Show More

                                                                                              Languages:

                                                                                              • English, Russian