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Beacon Financial & Insurance Solutions Joins Coastal Wealth
Fort Lauderdale, FL (July 13, 2018) – Beacon Financial & Insurance Solution has announced it will be joining Coastal Wealth, a member of the MassMutual Financial Group.
Beacon Financial & Insurance Solution, an independent Builder General Agency of Ohio National Financial Services, is currently based in Coral Gables, organization devoted as the main roles of identifying, attracting, selecting, recruiting, training, developing and retaining a force of new agents. Alberto A Regueira, The General Agent will join Coastal Wealth as an Agency Partner, and the team will be moving into Coastal Wealth’s multiples offices located in Coral Gables, Downtown Miami and Ft Lauderdale.
Originally from Cuba, Alberto, has more than 23 years’ experience in sales and finance. His team at Beacon offers financial services in the areas of protection, growth and retirement. where their experiences have been leveraged for the benefit of his clients in the areas of college funding, retirement, estate planning, tax saving strategies and insurance protection.
Regueira said that he is excited to join Coastal Wealth. “We are eager to unite with some of South Florida’s best and brightest,” he said. “The financial services industry is constantly evolving and I am confident this transition will be smooth and beneficial to our South Florida community and our team.”
Jeremy Straub, CEO of Coastal Wealth, agrees the transition will benefit the consumers and advisors alike. “We are excited to mark another milestone for Coastal Wealth as we welcome Alberto and the rest of his team at Beacon Financial & Insurance Solutions. I am confident this transition will put us in an even greater position to ensure our advisors have the resources they need to provide our clients with sound advice and guidance, backed by the latest technology,” said Straub.
Coastal Wealth currently serves 100,000 households and they currently volunteer more than a combined 2,000+ hours per month. Straub has confirmed his intentions to broaden their impact even further with the addition of Regueira and his team.
Coastal Wealth, a member of the MassMutual Financial Group, specializes in financial planning, protection, property and casualty insurance and group benefits. Its mission is to help businesses and their employees prosper by making good decisions, and to avoid catastrophic ones. Licensed in all 50 states, the Coastal Wealth team serves more than 100,000 households and companies with more than 250 financial advisors and support staff. Offices are in Fort Lauderdale, Boca Raton, Coral Gables, Plantation, West Palm Beach, North Palm Beach, Tavernier Key, Fort Myers, Sarasota, Tampa, Port Richey and Stuart. To learn more, visit www.mycoastalwealth.com.
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Agency officers are not officers of MassMutual. Securities offered through MML Investors Services, LLC. Member SIPC. OSJ: 2400 E Commercial Blvd., 11th Floor, Ft. Lauderdale, FL 33308. (800)320-4180. CRN201812-233356