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Awards and Recognition

Our Process

Congratulations to our Chairman, Harris S Fishman and our CEO, Jeremy Straub on being honored with the prestigious Gold Chairman’s Trophy from MassMutual. We are proud of the Coastal Wealth Team for making this possible!

Our Resources

Costal Wealth's first holiday food drive for @unitedway Way was a success! In addition to collecting many food donations we raised over $14,000 to help families in need.

Thank you to all who participated in this meaningful project including our CEO, Jeremy Straub & Chairman, Harris Fishman for kindly matching every dollar donated. Special thanks to Managing Partner, Alejandro Mendieta, for facilitating this partnership. Happy Holidays! 

Our Values

We are excited to share that Grace Staten, Coastal Wealth's Head of Marketing, has been named Woman of the Year by Women in Insurance & Financial Services. We are extremely grateful to have such an amazing woman leading our marketing team. Congratulations on this prestigious honor!

Our Process

We are happy to share that Financial Advisor, Shir Keidan, AIF®, CPFA, FSCP®, was selected as one of NAPA’s 2021 “Aces”: Top 100 Retirement Plan Advisors Under 40. These “Aces" are widely seen as the future leaders of the retirement plan advisor industry. Congrats Shir, we are proud of you!

Our History

We are thrilled to share that Coastal Wealth has been recognized as one of the Best and Brightest Companies in Miami for 2020. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment. Let’s continue to set the bar high and strive for excellence in all we do

Our History

We are thrilled to share that Coastal Wealth has been recognized as the top 101 of the Best and Brightest Companies in the Nation for 2020. Two years in a row! The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment. Let’s continue to set the bar high and strive for excellence in all we do!

Our Process

We're happy to share that Coastal Wealth - Oakland Park Offices was selected as a finalist for the South Florida Business Journal 2020 Structures Awards in the BEST REUSE/REHAB PROJECT category. The Structures Awards recognize South Florida's top-of-class real estate projects among 15 unique categories.

Our Values

We’re proud to be a Great Place to Work-Certified™ company! Coastal Wealth is honored to join respected companies across the country whose employees truly believe they are a great place to work. Our company culture is our top priority and we couldn’t be prouder of our amazing team!

Our Resources

We are grateful to have won the Mass Mutual Chairman's Trophy for 2020!

Our Resources

We are thrilled to share that Coastal Wealth has been recognized as one of the Best and Brightest Companies in the Nation for 2020. Two years in a row! The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment. Let’s continue to set the bar high and strive for excellence in all we do

Our Process

We are thrilled to share that we’ve made “The List”! Jacksonville Business Journal releases an annual Investment Managers list ranking firms based on advisory and brokerage assets managed locally. Coastal Wealth has landed in the top five for 2020. Way

Our History

We are thankful to learn that our new Jacksonville office is being recognized as one of Jacksonville Magazine's Companies With Heart for 2020. The award shines a light on businesses with long-term approaches to giving back to the community and making the region a better place. We’re so fortunate to have this group as a part of the Coastal Wealth team

Our Values

We are thrilled to share that Coastal Wealth has been recognized as one of the Best and Brightest Companies in the Nation for 2019. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment. Let’s continue to set the bar high and strive for excellence in all we do.

Our Process

Jeremy Straub, Founder | CEO presented with Apogee Award by the South Florida Business and Wealth in 2019!

Our History

Congratulations to Cheryl Canzanella for winning the Young Advisor Team (YAT) Leader of the Year Award for 2019!

Our Values

Neil E. Weiss, Managing Partner, was awarded GAMA International's 2019 Frontline Leader Award Diamond!

Our Resources

Congratulations to Alejandro Mendieta, Managing Partner in our Miami Office, for being selected as a 40 under 40 nominee with the South Florida Business Journal!

Our Process

Jeremy Straub, Founder | CEO awarded by the South Florida Business Journal in 2017 as a top 40 under 40 leader!

Our History

Alejandro Mendieta, Managing Director was honored with the 2017 Leukemia and Lymphoma Society's Philanthropist of the Year Award! 

Our Values

Jeremy Straub, Founder | CEO was featured for fostering an environment for Coastal Wealth team members to give back.

Our Resources

Congrats to our team member, Alejandro Mendieta, Managing Director of Coral Gables on the honor of being named a Hispanic Heritage Awards Honoree for his work in the community

Our Process

Congrats to Mateo Garcia, one of our advisors for being accepted into BNI!

Our History

Congrats to Laurie Madenfort, one of our advisors for becoming FDOT certified!  

Our Values

Congrats to Robert A. Friedmar, Investment Advisor Representative & Financial Planner for being elected to the board of the greater Weston Business Council, part of the Greater Fort Lauderdale Chamber of Commerce.

Our Resources

A new award is coming soon!