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Client Centered

How will you learn whether a career in financial services is the right one for you? Our role is to serve you as a career counselor. We will go through what we describe as a career exploration process. Together, we will take the following steps:

  • An initial discussion around your goals, motivations, and life objectives to see if we can help you achieve your career objectives.
  • Explore assessment tools that will provide you with third party feedback.
  • Meet with numerous firm associates and key management team leaders who are positioned to guide your success track.
  • Sample the most important parts of the career, helping you determine whether you are comfortable with what is required to build your practice.

We invite you to explore the opportunity to continue your career with us. For more information about a career in financial services, contact us.


  • Coastal Wealth has over 190 financial professionals who work together to serve our clients throughout the state.
  • Most our agents hold the designations of CFP, ChfC, CLU, CLTC or LUTCF.
  • Coastal Wealth is the largest General Agency of MassMutual in the state of Florida.
  • Coastal Wealth is also heavily involved with several charitable organizations and has strong ties in the special needs community.
  • We have a Planning Solutions Group that is dedicated to helping our advisors
  • Coastal Wealth has a fully supported in house Marketing Department