Coastal Wealth Information
Contact top employees from
Coastal Wealth
Summary
Coastal Wealth is a private company that has been in the industry for 9 years. The company currently specializes in the Financial Services area. The position of the Founder & CEO is occupied by Jeremy M. Straub. Its headquarters is located at W Ft. Lauderdale, Florida, USA. The Coastal Wealth annual revenue is estimated at < 1M. To connect with Coastal Wealth employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
Retirement, Financial Planning, Risk Management, Protection Products, Life Insurance, Investment Management, Business Strategies
DMA Code
Miami Metropolitan Area
Founded
2016
Operating Status
Independent Company
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at Coastal Wealth shows a diverse range of experience levels:
5% have been with the company for less than 1 year12% for 1–2 years9% for 3–4 years19% for 5–7 years28% for 8–10 years28% have over 11 years of service at Coastal WealthEx-employees positions
In Company
In New Company
Contact top employees from
Coastal Wealth
Grace Staten
Vice President Marketing
Oliver Buckmaster
Financial Services Representative
Michael Denker
Financial Advisor
Alicia Figueroa
Financial Advisor
Harvis Astorga
Financial Services Executive
Gary Moser
Agency Supervisory Principal
Ray Blanar
Financial Services Representative
Marcos Monroy
Financial Professional at Coastal Wealth
Samuel Katz
Financial Services Executive
Ali Mahallati
Senior Financial Service Executive
Suzanne Grover
Vice President Underwriting and New Business
Scott Thomas Smith
Registered Investment Advisor
John Kemberling
Financial Services Representative
Michael Kane
Financial Advisor
JEFFREY OGLANDER
Registered Representative
Gisel Figueroa
Financial Representative
Dina Becker
Brokerage Specialist
John Hitchcock
Agency Brokerage Director
Bashar Baraz
Financial Professional
Rodney Christensen
Financial Advisor
Denise Abi
Financial Advisor/ Financial Planner
Richard Barnes
Financial Services Representative
John Mercer
Financial Services Representative, Investment Advisor Representative
Jeffrey Lerner
Investment Advisor Representative, Financial Planner
Nick Ellingsworth Perez
Financial Services Representative
Daniel Fraser
Financial Services Representative
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FAQ
Coastal Wealth operates in the Financial Services industries. More details can be found on the official website: mycoastalwealth.com.
The headquarters of Coastal Wealth are located in Fort Lauderdale, United States.
The current CEO of Coastal Wealth is Jeremy M. Straub
You can contact Coastal Wealth by phone at 18003204180.
Coastal Wealth currently employs 100-200 people.
Coastal Wealth's revenue is approximately < 1M.
