Noah Kahn

Vice President of New Advisor Development

Management

Noah Kahn

Empowering educators and public servants to take control of their financial future.

Noah Kahn is a highly accomplished and passionate financial advisor with over 14 years of experience in the financial services industry. Since 2011, Noah has dedicated his career to helping clients plan for their financial futures, with a special focus on educators and public service employees. By founding “Teacher’s Choice Benefits” in 2018, Noah sought to empower educators beyond the classroom, guiding them in taking control of their financial well-being. His deep connection to this cause stems from his upbringing, as his mother was a former educator.

Since 2012 Noah has qualified for the prestigious Leaders Conference with MassMutual 7 times, Noah has demonstrated a consistent track record of success, an achievement many in the industry strive for. Since stepping into leadership in 2013, he has been a trusted resource for educators and public service employees, particularly those navigating the complexities of the Florida Retirement System (FRS). His comprehensive understanding of both protection planning and wealth accumulation ensures his clients receive a holistic approach tailored to their needs.

In 2019, Noah was named Coastal Wealth’s Manager of the Year, followed by his appointment as Vice President of Business Development in 2020. Today, he continues to lead a dedicated team of advisors at Coastal Wealth, who make their clients’ financial needs their top priority.

Born and raised in South Florida, Noah is happily married to his wife Monique, and they are proud parents to their 2-year-old son, Isaac. Noah’s strong family values and commitment to his community fuel his passion for helping others achieve financial security and peace of mind.

I am licensed to sell insurance in: AZ, CA, CT, FL, GA, IL, MA, MD, NJ, NC, NY, OH, SC, TX, TN, VA, WI, and WA.

I am licensed to sell securities in FL. Noah Kahn is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC www.sipc.org. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800.

CRN202709-7188228

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Career Snapshot

Vice President, Business Development

– Coastal Wealth (Since 2020)

Manager of the Year

– Coastal Wealth (2019)

Founder

– Teacher’s Choice Benefits (2018)

7-Time MassMutual Leaders Conference Qualifier

(Since 2012)

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