Alejandro Mendieta
President of Coastal Wealth Private Client Group, a Division of Coastal Wealth
Private Client Group
License #:

A Complete Wealth Strategy, Built Layer by Layer
Your financial life is interconnected. Our approach stacks six essential planning areas, from day-to-day cash flow to long-term legacy, into one integrated strategy.

Your Financial Foundation
Understand where you are today so you can build with clarity tomorrow.
Budgeting & Cash Flow
- Cash flow review and budgeting strategies
- Emergency reserve planning vs. deductible needs
- Optimized savings vehicle selection
Debt & Credit Strategy
- Debt management recommendations
- Exploration of personal or business lines of credit
Net Worth & Asset Positioning
- Balance sheet and net worth analysis
- Real estate or business sale strategy and calculations
Life Events & Legacy Planning
- Life event financial planning (marriage, children, divorce, relocation)
- Inheritance scenario planning
Protecting What Matters
Build a smart, personalized protection strategy for your family, business, and lifestyle.
Personal & Property Protection
- Home, auto, and business insurance review
- Umbrella liability policy guidance
- Business liability insurance planning
Life & Income Protection
- Life insurance needs analysis and product education
- Tax-efficient permanent life strategies (IRS Code 7702)
- Income protection and disability coverage
Long-Term & Specialized Planning
- Long-term care solutions
- Planning for dependents with special needs
Building and Growing Wealth
Align your investment strategy with your goals, values, and risk preferences.
Strategy & Goal Alignment
- Financial goal-setting and timeline planning
- Risk tolerance review and portfolio recommendations
- Market behavior coaching and timing discipline
Portfolio Design & Optimization
- Portfolio design and asset allocation
- Cost basis and fee drag analysis
- Investment diversification across classes, types, and geographies
- Guaranteed, growth, speculative, and hybrid investment guidance
Specialized & Tax-Advantaged Planning
- Education savings strategies
- Employer-sponsored plan optimization
- Investment planning for business owners
Strategic Tax Planning
Proactively manage tax exposure now and in the future.Services:
- Capital gains and tax-loss harvesting strategy
- Tax diversification planning: taxable, tax-deferred, tax-advantaged
- Business owner tax strategies and qualified plan selection
- Deduction maximization
- Tax minimization strategies
- Future tax projection and withdrawal planning
- Advanced ownership and structuring techniques

Retirement Income & Longevity Planning
Retirement Readiness
- Target retirement date and income needs planning
- Safe withdrawal rate and longevity risk review
- Required minimum distribution (RMD) education
Tax-Efficient Income Strategy
- Optimal account drawdown sequences
- Roth conversion and backdoor Roth strategies
Government & Pension Benefits
- Social Security benefit timing
- Pension maximization analysis
Health &
Legacy
- Guaranteed income products and annuity strategies
- Long-term care planning in retirement
- Business exit or succession planning
Legacy & Estate Planning
Transfer wealth on your terms, with structure, clarity, and care.
Structuring
the Estate
- Estate balancing and asset titling strategy
- Trust education and coordination (revocable, irrevocable, living)
- Power of attorney, healthcare directive, and essential document review
Planning
the Transfer
- Multi-generational wealth transfer strategy
- Beneficiary designation audit
- Estate tax funding solutions
Giving
with Purpose
- Charitable giving and tax-efficient gifting
Explore Sample Strategies & Insights
Review the sample PDFs below to see the types of strategies, insights, and solutions we deliver to our clients. These examples highlight our approach to planning, protection, and long-term wealth management.
6 Critical Pillars of Comprehensive Planning
Financial Planning A to Z Highlights
JP Morgan Guide to the Markets. Retirement Focus
Retirement and the Tax Control Triangle
Rethinking Retirement Strategies
PLANNING SOLUTIONS GROUP

Anh Nguyen, CFA®, CFP®, MBA
Investment Director | Financial Planning | Investment Advisor Representative
Celebrated advisor. Community leader. Advocate for holistic financial planning.
Alejandro Mendieta is the President of the Coastal WealthPrivate Client Group, where he leads a team of dedicated financial professionals united by one purpose: to help people and organizations build lasting financial security with confidence and clarity. Alejandro and his team serve individuals, families, businesses, and nonprofit organizations through comprehensive generational financial planning, customized insurance solutions, disciplined investment strategies, and proactive, relationship-driven service.Their mission is simple yet powerful—to manage, grow, and preserve wealth with integrity and excellence—so that clients, their organizations, and their communities can thrive for generations to come.
Since 2015, Alejandro has guided one of Florida’s largest and most respected financial services firms. He is frequently invited to share his insights with peers and industry leaders, speaking at Fortune 500companies, leading insurance carriers, LIMRA, and major financial firms nationwide. Recognized for his holistic approach and ability to inspire,Alejandro is widely regarded as one of the most accomplished and trusted financial executives in his community. His expertise has been featured in prominent outlets such as El Nuevo Herald, Modern Luxury, Miami Today, HispanicNetwork Magazine, Diario Las Américas, Miami Diario, MSN Noticias, and Negocios en Florida.
Alejandro’s career is marked by a consistent record of excellence. Early on, he became one of the youngest elite, top-ranked registered representatives in the country. Today, he is annually recognized among the top financial professionals nationwide. His current firm has honored him repeatedly—naming him Managing Director of the Year, Top Financial Advisor,Top Financial Planner, Community Service Awards, and a leader in both risk management, executive leadership, and wealth management.
Beyond his professional success, Alejandro is deeply committed to service and leadership in his community. He serves as President ofScouting America, South Florida Council, Executive Board Member of the SouthFlorida Hispanic Chamber of Commerce and the chamber’s foundation, and is anInaugural Board Member of the Elena A. Miranda Foundation. During the pandemic, he was appointed as a Commissioner for the Millennial Debt Commission, reflecting his dedication to tackling challenges that impact our nation and future generations.
Alejandro’s impact has been recognized time and again by his community and beyond. He has been entrusted with the Key to Miami-Dade County and the Key to the City of Miami, symbolic honors that reflect his role as both a financial leader and a servant leader. He has been celebrated as aSouth Florida Business Journal 40 Under 40 Honoree, commissioned as a KentuckyColonel—the state’s highest honor—and recognized as a Ron Magill Zoo GoodwillAmbassador for his commitment to conservation and community. In 2022, Alejandro and his wife Ely were spotlighted as “Power Players” in Modern Luxury Magazine, highlighting their influence as leaders in both business and community service.Most recently, the Miami-Dade County School Board issued a proclamation not only honoring Alejandro for his leadership in finance and service, but also recognizing his children for following in his footsteps—demonstrating that his legacy is as much about inspiring the next generation as it is about his own accomplishments.
At his core, Alejandro Mendieta is more than a financial professional—he is a trusted partner, a mentor, and a servant leader. He continues to build bridges between financial strength and community impact, helping clients, organizations, and future generations thrive. His vision is clear: to empower people and institutions to achieve their goals, leave their mark, and create a future filled with confidence and possibility.
Insurance representative of Massachusetts Mutual Life Insurance Company (MassMutual),Springfield, MA 01111-0001,
and its affiliated US insurance companies. Registered Principal of and securities, investment advisory, and financial
planning services offered through MML Investors Services, LLC, Member SIPC and a Mass Mutual subsidiary. 1000
Corporate DriveSuite 700 Fort Lauderdale, FL 33334 (954) 938-8800. Local firms are sales offices of Massachusetts
Mutual Life Insurance Company (MassMutual) and are not subsidiaries ofMassMutual or its affiliated companies.
2017 Leukemia and Lymphoma Society Philanthropist of the Year
2017 BoyScouts of America Hispanic Heritage Award
2018 MassMutual Gold Community Service Award
2018 PacificLife Foundation Honoree Recipient
2020 Inaugural Coastal Wealth Community Service Award
2020 BoyScouts of America Distinguished Citizen Award
2021 MassMutual Gold Community Service Award
2021 CoastalWealth Community Service Award
2021 SouthFlorida Hispanic Chamber of Commerce Banking and Finance Award
2021 SouthFlorida Hispanic Leadership Award
2022 ModernLuxury Spotlight - Power Players
2024 SouthFlorida Hispanic Chamber of Commerce Man of the Year
2024 MassMutual Silver Community Service Award
2025 MiamiToday Featured “Achiever”
2025 Scouting America Silver Beaver Award
Career Snapshot
President, Private Client Group
– Coastal Wealth
Blue Chip Council & Society 1851
– MassMutual (2017, 2018, 2019)
Top Overall Financial Advisor & Financial Planner
– Coastal Wealth (2016, 2017, 2018)
40 Under 40 Honoree
– South Florida Business Journal
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
CA Insurance License # 0I47636 | State of Domicile: FL
AZ Insurance License # 57336 | State of Domicile: FL
I am licensed to sell insurance in: AL, AZ, CA, FL, GA, ID, IL, IN, KY, ME, MD, MA, MI, NY, NC, OH, PA, SC, TN, TX, VA, WV, and WI.
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies.crn202408-949479













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