Coastal Wealth - Miami

Satellite Office

2 S Biscayne Blvd, Suite 2200
Miami, FL 33131

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    MAIN OFFICE


    Our Financial Professionals

    1. Denise Abi-Fadel

      CFP®, MS

      Coastal Wealth - Miami

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Business Owners
      • Retirement Income Planning
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      Languages:

      • English, Spanish
      • Laura I. Aguirre

        Coastal Wealth - Miami

        Focus:

        • Insurance Strategies
        • Investment Strategies
        • Business Owners
        • LGBTQ
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        Languages:

        • English, Spanish
        • Mayelin Alvarez

          Coastal Wealth - Miami

          Focus:

          • Insurance Strategies
          • Business Owners
          • Estate Planning
          • Business Succession Planning
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          Languages:

          • English, Spanish
          • Placido "Pete" Blanco

            CFP®

            Coastal Wealth - Miami

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Business Owners
            • Retirement Income Planning
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            Languages:

            • English, Spanish
            • James Bonilla

              Coastal Wealth - Miami

              Focus:

              • Insurance Strategies
              • Business Owners

              Languages:

              • English
              • Ana Buetikofer

                Coastal Wealth - Miami

                Focus:

                • Insurance Strategies
                • Business Owners

                Languages:

                • English, French, Spanish
                • Armando "Mandy" Fernandez

                  Coastal Wealth - Miami

                  Focus:

                  • Insurance Strategies
                  • Business Owners
                  • Investment Strategies
                  • Group Benefits
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                  Languages:

                  • English, Spanish
                • Andrew Flick

                  Coastal Wealth - Miami

                  Focus:

                  • Insurance Strategies
                  • Business Owners

                  Languages:

                  • English
                  • Jesus Garcia

                    Coastal Wealth - Miami

                    Focus:

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

                    Languages:

                    • English, Spanish
                    • Jamar Gopie

                      Coastal Wealth - Miami

                      Focus:

                      • Insurance Strategies
                      • Business Owners
                      • Retirement Income Planning
                      • Estate Planning
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                      Languages:

                      • English
                    • Hiram E. Hernandez

                      LUTCF®, MBA

                      Coastal Wealth - Miami

                      Focus:

                      • Insurance Strategies
                      • Special Care
                      • Business Owners
                      • Investment Strategies
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                      Languages:

                      • English, Spanish
                      • Carlos Machado

                        MBA

                        Coastal Wealth - Miami

                        Focus:

                        • Insurance Strategies
                        • Business Owners
                        • Investment Strategies

                        Languages:

                        • English, Spanish
                        • Zachary "Zak" Mann

                          CLTC®

                          Coastal Wealth - Miami

                          Focus:

                          • Insurance Strategies
                          • Business Owners
                          • Investment Strategies
                          • Charitable Giving
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                          Languages:

                          • English
                          • Stefan M. Marrero

                            Coastal Wealth - Miami

                            Focus:

                            • Insurance Strategies
                            • Business Owners
                            • LGBTQ
                            • Retirement Income Planning
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                            Languages:

                            • English, Spanish
                            • Alejandro Mendieta

                              Coastal Wealth - Miami

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • Juan C. Neuman

                                Coastal Wealth - Miami

                                Focus:

                                • Insurance Strategies
                                • Business Owners
                                • Investment Strategies

                                Languages:

                                • English, Spanish
                                • Phillipe Paret

                                  Coastal Wealth - Miami

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies
                                  • Business Owners
                                  • Retirement Income Planning
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                                  Languages:

                                  • English
                                  • Laura J. Rodriguez

                                    Coastal Wealth - Miami

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies
                                    • Retirement Strategies
                                    • Retirement Income Planning

                                    Languages:

                                    • English, Spanish
                                    • James "Jim" Sugden

                                      FLMI®, MBA

                                      Coastal Wealth - Miami

                                      Focus:

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

                                      Languages:

                                      • English
                                      CRN202109-253382