Coastal Wealth

?? Big Win for Coastal Wealth! ?? We’re proud to share that Coastal Wealth has been recognized on Jacksonville Business Journal’s The List - Certified Financial Planners! ?? This honor reflects our unwavering commitment to top-tier financial planning, expert guidance, and client-first service. A huge thank you to our incredible team of Certified Financial Planners who help individuals, families, and businesses navigate their financial futures with confidence. ???? ?? Looking for expert financial planning? Connect with us today at coastalwealth.com and let’s plan for your success. #CoastalWealth #FinancialPlanning #JaxBizJournal #CertifiedFinancialPlanners #AwardWinningTeam #WealthManagement #PlanForSuccess

Happy St. Patty's Day! Our Fort Lauderdale office celebrated in true Irish fashion with a festive lunch featuring corned beef and cabbage—a classic St. Paddy’s Day tradition! Special thanks to Erik Conroy, RICP? and Brighthouse Financial for sponsoring! How are you celebrating today? Let us know in the comments! ?? ?? ?? #StPatricksDay #LuckyAtCoastal #TeamCulture #WeAreCoastalWealth

Wrapping up our 12-week year with an inspiring meeting full of reflection and goal-setting! ?? Our executive team and leadership came together to celebrate milestones and strategize for an even stronger quarter ahead. Here’s to continued growth and success with this amazing team! ?? #CoastalWealth #Leadership #GoalSetting #12WeekYear #Teamwork Harris S. Fishman CLU ChFC Jeremy Straub Erin Sloss Luis Hernandez (Wicho) Dr. Jason E. Heller CFP?, CIMA?, MSFS, RICP?, ChFC?, Maria Fernanda Bueno

?? Looking for Your Next Big Opportunity? ?? At Coastal Wealth, we believe success is built through collaboration, growth, and innovation—and we’re always looking for driven professionals to join our team! Whether you're an experienced advisor or looking for a fresh start in the financial industry, our teaming opportunities provide the support, resources, and mentorship to help you thrive. ?? Explore current openings & see where you fit in: https://lnkd.in/evVqF8kj ?? Your future starts here. Are you ready? #CoastalWealth #JoinOurTeam #TeamingOpportunities #FinancialCareers #WeAreCoastal #NowHiring

Empowered women empower women! ??? Our Women of Coastal Wealth meeting was an inspiring session where we celebrated Women’s History Month and gained valuable insights from guest speaker RJ Miles on advisor compensation. ?? Together, we’re building a stronger, more informed, and supportive community! ?? #WomenOfCoastalWealth #WomensHistoryMonth

?? Danielle T. is always bringing the Coastal Wealth energy to your campus! Keep an eye out for our booth at your university’s career fair—we’re here to connect, inspire, and help shape the future of finance.?? ? Ready to explore career opportunities? Visit https://lnkd.in/evVqF8kj today! #CoastalWealth #CareerFair #FutureLeaders #FinanceCareers #JoinOurTeam #UniversityLife #Networking #JobOpportunities #FinanceIndustry #WealthManagement

Reed Willett, Vice President – Planning Solutions Group at Coastal Wealth, recently volunteered at the 2025 JA Stock Market Challenge, where he shared invaluable insights on the importance of financial literacy at a young age. ?? At Coastal Wealth, we’re passionate about giving back, educating, and inspiring the next generation of financially savvy leaders. The knowledge these students gain today will shape their opportunities tomorrow! ?? What’s one financial lesson you wish you had learned earlier? Drop it in the comments! ?? #CoastalWealth #FinancialLiteracy #JAStockMarketChallenge #InvestInTheFuture #SmartMoneyMoves #FutureLeaders

?? Happy Employee Appreciation Day to Our Coastal Wealth Family! ?? Today, we pause to celebrate the heart and soul of Coastal Wealth—our incredible team. Your hard work, dedication, and passion don’t go unnoticed. Every strategy planned, every client helped, every extra mile you go—it all adds up to something truly extraordinary. You are more than just employees; you are the driving force behind our success, the reason we continue to grow, and the heartbeat of this firm. We are beyond grateful for each and every one of you. Thank you for all that you do! ??? Drop a comment below and tag a teammate who inspires you! ???? #CoastalWealth #EmployeeAppreciationDay #ThankYou #StrongerTogether #TheHeartOfCoastalWealth #TeamworkMatters

???♂?? Swinging into Success at the Cognizant Classic in Palm Beach! Special thanks to Erik Conroy, RICP? for the invite! A huge shoutout to our participants Ryan Solle, James Bonilla, Nick Tranghese, Dr. Jason E. Heller CFP?, CIMA?, MSFS, RICP?, ChFC?, and Christopher Price, CFP?, RICP?, ChFC?, C(k)P, CPFA? for representing Coastal Wealth both on and off the course! ???? Events like these remind us that building relationships—whether in business or on the fairway—takes patience, skill, and the right team by your side. ???♂??? #CoastalWealth #BrighthouseFinancial #GolfTournament #Networking #TeeingUpSuccess #WinningMindset #FinancialPlanning

?? Big News! Coastal Wealth has been named a "Companies with Heart" honoree by Jacksonville Magazine! ?? We’re beyond proud to be recognized for our commitment to giving back and making a difference in the communities we serve. From supporting the Alzheimer’s Walk to Feeding America, financial literacy programs, and so much more, our team truly puts heart into everything we do. A huge THANK YOU to our incredible advisors, staff, and community partners who help us create meaningful impact every day. This award belongs to all of you! ???? #CompaniesWithHeart #CoastalWealth #GivingBack #CommunityFirst #FinancialWellness #JacksonvilleMagazine