Alejandro Mendieta

President of Coastal Wealth Private Client Group, a Division of Coastal Wealth

Private Client Group

Alejandro Mendieta

Celebrated advisor. Community leader. Advocate for holistic financial planning.

Alejandro Mendieta is the President of the Coastal Wealth Private 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 financial services firms. He is frequently invited to share his insights with peers and industry leaders, speaking at Fortune 500 companies, 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, Hispanic Network 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 of Scouting America, South Florida Council, Executive Board Member of the South Florida Hispanic Chamber of Commerce and the chamber’s foundation, and is an Inaugural 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 a South Florida Business Journal 40 Under 40 Honoree, commissioned as a Kentucky Colonel, the state’s highest honor, and recognized as a Ron Magill Zoo Goodwill Ambassador 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 MassMutual subsidiary. 1000

Corporate Drive Suite 700 Fort Lauderdale, FL 33334 (954) 938-8800. Local firms are sales offices of Massachusetts

Mutual Life Insurance Company (MassMutual) and are not subsidiaries of MassMutual or its affiliated companies.

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2017 Leukemia and Lymphoma Society Philanthropist of the Year

2017 Boy Scouts of America Hispanic Heritage Award

2018 MassMutual Gold Community Service Award

2018 Pacific Life Foundation Honoree Recipient

2020 Inaugural Coastal Wealth Community Service Award

2020 Boy Scouts of America Distinguished Citizen Award

2021 MassMutual Gold Community Service Award

2021 Coastal Wealth Community Service Award

2021 South Florida Hispanic Chamber of Commerce Banking and Finance Award

2021 South Florida Hispanic Leadership Award

2022 Modern Luxury Spotlight - Power Players

2024 South Florida Hispanic Chamber of Commerce Man of the Year

2024 MassMutual Silver Community Service Award

2025 Miami Today Featured “Achiever”

2025 Scouting America Silver Beaver Award

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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

Philanthropist of the Year

– Leukemia & Lymphoma Society (2017)

Hispanic Heritage Award

– Boy Scouts of America (2017)

MassMutual Gold Community Service Award

(2018)

Key to the City

Miami-Dade County and City of Miami

Awards 1 through 3 of 4.

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.

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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

Implement

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.

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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

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

Business Solutions

Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.

Succession
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  • 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

* Some products offered by unaffiliated insurers.

Associated with MassMutualSupported Independence Platform
BrokerCheck by FINRA