Broker Check

News & Events

Providing you with accurate financial services and appropriate insurance options requires us to keep our finger on the pulse of the industry. Our Financial Services Representatives are highly visible and highly active parts of our industry. This is why we’ve constructed an archive of news, conferences, seminars, and other insurance-related events surrounding the financial sector.

If you are a member of the media who would like a quote or appearance from a Coastal Wealth associate, please contact Fahad Razi at (954) 308-7138 or

January 2020

Three Local Firms Merge to form a Financial Service Powerhouse

Mass Mutual 2020 Awards Gala

February 2020

Coastal Wealth 2020 Kick-Off

MassMutual Firms Merge

March 2020

Coronavirus (Covid-19): Letter to the Clients, Partners, and the Community of Coastal Wealth