Coastal Wealth is a Florida based financial services firm which provides holistic, comprehensive financial services to more than 100,000+ households in our community. We have 12 offices conveniently located between the Florida Keys and Tampa, and have over 200 financial professionals and support staff members.
With the recent expansion of the Coastal Wealth, we have established several dedicated divisions. In particular, we are proud to announce the launch of our Medical Division, known as Coastal Wealth MD. Our lead team members are Howard Wolkowitz and Casey Johnson.
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Meet Howard Wolkowitz: Howard joined Coastal Wealth, a member of Mass Mutual, in mid-2016 after 23 years with AXA-Equitable. Howard is well known in the healthcare community as a speaker, author, and financial advisor. His prior experience on a Hospital Governing Board allowed him to view planning for physicians from both an independent physician and employee model. In 2012, Howard was a panelist at the SFHHA Annual Healthcare Summit on Hospital Physician Integration. He has been participating for many years as a member of the South Florida Hospital Association, and more recently with the Broward County Medical Association and Palm Beach County Medical Society. Howard is an author of a series of educational books called The Health of Your Wealth which is dedicated to healthcare professionals and many other healthcare organizations.
Meet Casey Johnson:Casey started his financial services career nine years ago with a local MetLife firm. As a former athlete, Casey believes in working in a team structure. He has successfully transitioned from working independently to managing a top level team in our Plantation, FL office. As the industry landscape has changed and become more complex for his clients, Casey believed the future in financial planning is providing a team structure for his clients. “The lone wolf strategy of old is long gone and clients cannot depend on one individual to manage all their financial affairs.”
The team is comprised of Certified Financial Planners (CFP), Chartered Financial Consultant’s (ChFC), Certified Fund Specialist’s (CFS), and Life Underwriting Council Fellow (LUTCF). The goal of the team is to provide their clients with a financial planning experience, overseen by true professionals that provide advice with the utmost integrity and adhere to highest fiduciary standard. As their clients’ needs change, the team is able to adapt and amend the plan tailored to life events experienced by their clients. All members of the team have achieved the highest recognition in the industry for demonstrating their ability to provide holistic advice to their clients.
