Broker Check

Our Story

In March 2015, Jeremy Straub began Coastal Wealth as a dream to help make a difference to his clients. As Founder and CEO, Straub envisioned a company in order to ensure his clients would make educated financial decisions today to avoid catastrophic ones in the future. He had a long-term strategy built on diversification with an open architecture allowing financial professionals to have the independence of a boutique firm while affiliating with a large, dynamic and technologically advanced organization.  Straub’s vision was to build the most innovative, collaborative and trusted financial solutions firm in the nation.


A year later, Coastal Wealth partnered with Massachusetts Mutual Life Insurance Company (MassMutual), a mutually owned company committed to the long-term interests of its policyholders. This partnership allowed Coastal Wealth to better serve its clients with additional resources provided by MassMutual.  


In 2016, Max Farahani joined the team to become Chief Financial Officer. A four-time Million Dollar Round Table qualifier and three-time Leaders Conference qualifier, Farahani brought an international perspective to Coastal Wealth embracing diversity and inclusion.  Our advisors speak over 30 different languages and do business with business owners and clients from across the globe as a result of Farahani’s background.


Looking for new ways to better serve its clients, the firm established Coastal Wealth Property and Casualty in 2017.  Coastal Wealth continued to become a prominent force in southern Florida with the additional acquisitions of Cypress Financial, Florida Financial, South Florida Financial and Arven Financial.  The firm concluded the year by creating Coastal Wealth Group Benefits established to ensure business owners and employees received group and worksite benefits.


Today Coastal Wealth continues to outperform the marketplace and has quickly risen through the ranks of MassMutual becoming the leader in new associate productivity and recruiting in the United States. At the beginning of 2020, Coastal Wealth acquired two additional MassMutual firms, MassMutual South Florida and MassMutual Southeast Coast, a firm with a long history dating back to 1869. These three independent financial services firms together create one of the largest insurance and wealth management firms in the Southeast. 


With the latest acquisition, Harris Fishman, former President and CEO of MassMutual Greater Philadelphia, joined as Chairman of Coastal Wealth.  Fishman has a long and significant history with MassMutual having served as President of all MassMutual agency leaders in 2013.  He built the Greater Philadelphia firm of MassMutual to unprecedented heights having won MassMutual’s Chairman’s Trophy eight times and recognized as the Top CEO by the Philadelphia Inquirer in 2012.


Fishman, Jeremy Straub and Max Farahani lead the firm continuing Coastal Wealth’s mission to navigate opportunities and redefine what is possible.  Coastal Wealth services over 90,000 clients with over $20 billion of life insurance in force and $12 billion in assets under management with a team of nearly four hundred advisors across Florida, Georgia and South Carolina.