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.

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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

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.

See If We’re The Right Fit

See Who We Help

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