Jason Auricchio
MANAGING DIRECTOR
Management
Helping experienced advisors and professional athletes achieve clarity, strategy, and results.
Jason Auricchio has served the financial services industry since 2007. In his role as Managing Director with Coastal Consulting, he focuses on helping experienced advisors implement transformational strategies and advanced case designs that drive revenue growth and improve overall practice efficiency.
Jason has received multiple industry accolades, including recognition from the Million Dollar Round Table, MassMutual’s Blue Chip Council, and NAIFA’s Quality Award. He holds the Chartered Financial Consultant (ChFC®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, the latter of which is widely regarded as the recognized standard of excellence for competent and ethical financial planning.*
In addition to his leadership at Coastal Wealth, Jason is the Founder and President of FAME Financial Group, LLC, where he serves as an NFLPA Registered Player Financial Advisor. FAME focuses on addressing the unique financial planning needs of professional athletes and entertainers. Whether working with clients or supporting his team of advisors, Jason is committed to building relationships rooted in honesty, integrity, and expert guidance.
Born and raised in Miami, Florida, Jason holds bachelor’s degrees in both Finance and International Business from Florida International University, where he served on the university’s Alumni Association Board of Directors. He lives in Miami with his wife Cristina and their two sons, Matthew and Caleb.
Career Snapshot
NFLPA Registered Player Financial Advisor
Financial Services Industry
– Since 2007
Bachelor’s Degrees
– Finance & International Business, Florida International University
Former Board Member
– FIU Alumni Association
Million Dollar Round Table
MassMutual Blue Chip Council
NAIFA Quality Award
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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:
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*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
