Broker Check

Awards and Recognition

Our Process

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

Our History

Max Farahani, CFO, was awarded GAMA International's 2019 Frontline Leader Award Diamond!

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!