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Coastal Wealth
Coastal Wealth is a financial services firm in Florida, Georgia, Texas, and the Carolinas. Join a firm that offers institutional resources with independent flexibility.
- Authority
- 46 reach 5 · trust 5 · quality 21 · freshness 15
- Tier
- listed
- llms.txt
- https://www.mycoastalwealth.com/llms.txt
- Sections
- 5
- Links
- 176
- Size
- 19788 bytes
- Popularity rank
- #915272
- Country
- United States
- Categories
- Finance and payments
- For agents
- Documentation: developer or product docs worth reading, nothing to call
- First seen
- 2026-10-19T10:45:18.764Z
- Last checked
- 2026-10-21T20:44:20.934Z
- Badge
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-21T20:44:18.638Z. Cached copy · Source on mycoastalwealth.com
# Coastal Wealth
> Coastal Wealth is a financial services firm in Florida, Georgia, Texas, and the Carolinas. Join a firm that offers institutional resources with independent flexibility.
Coastal Wealth is a financial services firm associated with MassMutual headquartered at
1000 Corporate Drive Suite 700, Ft. Lauderdale, FL 33334. Securities, investment advisory and financial
planning services offered through qualified registered representatives of MML
Investors Services, LLC. Member SIPC. CRN202909-10867341.
## Main pages
- [Home](https://www.mycoastalwealth.com/): Building futures for clients; building businesses for advisors
- [About](https://www.mycoastalwealth.com/about): The advisor-built platform, the 7 Pillars framework, founder message
- [Client Services](https://www.mycoastalwealth.com/client-services): Financial planning for individuals & families
- [How We Help](https://www.mycoastalwealth.com/how-we-help): Client planning approach
- [Become an Advisor](https://www.mycoastalwealth.com/become-an-advisor): Advisor recruiting and platform value
- [Advisor Platform Overview](https://www.mycoastalwealth.com/platform-overview): The platform behind the practice
- [Growth Guide](https://www.mycoastalwealth.com/growth-guide): Practice growth resources
- [Our Team](https://www.mycoastalwealth.com/our-team): Leadership directory (132 profiles)
- [Job Board](https://www.mycoastalwealth.com/job-board): Open roles (10 current listings)
- [Locations](https://www.mycoastalwealth.com/locations): Offices across Florida and the Southeast
- [Blog](https://www.mycoastalwealth.com/blog): Insights, strategies, and community stories
- [Contact](https://www.mycoastalwealth.com/contact): Start the conversation
## Team profiles
- [Alejandro Mendieta](https://www.mycoastalwealth.com/our-team/amendieta): President of Coastal Wealth Private Client Group, a Division of Coastal Wealth
- [Alicia Figueroa](https://www.mycoastalwealth.com/our-team/afigueroa): Financial Advisor
- [Angela Duncan](https://www.mycoastalwealth.com/our-team/aduncan): Brokerage Director
- [Ari Tenenbaum CFP®, CHFC®](https://www.mycoastalwealth.com/our-team/atenenbaum): Financial Planner
- [Arjun Bhandari](https://www.mycoastalwealth.com/our-team/abhandari): Financial Services Professional
- [Ashley Glynn](https://www.mycoastalwealth.com/our-team/aglynn): Financial Advisor
- [Avery Chartier](https://www.mycoastalwealth.com/our-team/achartier): Paraplanner
- [Brad Berkowitz, MBA, LUTCF®](https://www.mycoastalwealth.com/our-team/bberkowitz): Insurance Professional
- [Brandon W Kuhn CFP®, RFC®](https://www.mycoastalwealth.com/our-team/bwkuhn): Financial Advisor
- [Brian A. Madrigal AAMS®](https://www.mycoastalwealth.com/our-team/bmadrigal): Investment Advisor Representative
- [Carlos Hernandez](https://www.mycoastalwealth.com/our-team/chernandez): Associate VP Coral Gables
- [Carlos Temperan](https://www.mycoastalwealth.com/our-team/ctemperan): Vice President of Personal Risk Management
-
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