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 help ensure his clients would make educated financial decisions today to help potentially 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 become a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), a mutually owned company committed to the long-term interests of its policyholders. This association 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 (2009-2013) and three-time Leaders Conference qualifier (2009-2012), Farahani brought an international perspective to Coastal Wealth embracing diversity and inclusion.  Our financial professionals speak over 30 different languages and do business with business owners and clients from across the country as a result of Farahani’s background.

 

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

 

Today Coastal Wealth continues its stellar growth in 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 the General Agents Association in 2013.  He built the Greater Philadelphia firm of MassMutual to unprecedented heights having won MassMutual’s Chairman’s Trophy eight times (2008, 2012, 2013, 2010, 2015 - 2018) 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 serviced with a team of nearly four hundred advisors across Florida, Georgia and South Carolina.

*An insured, owner or payor of a MassMutual policy or contract as of December 31, 2019.

*Life insurance coverage in force as of December 31, 2019 related to products issued by Massachusetts Mutual Life Company and its subsidiaries, C.A. Life Insurance Company and MML Bay State Life Insurance Company.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. Agency officers are not officers of MassMutual. Coastal Wealth Property and Casualty and Coastal Wealth Group Benefits are not subsidiaries or affiliates of MassMutual, MML Investors Services, LLC or their affiliated companies. CRN202206-265931

O.B.I.

Phone: (954) 308-7138

(954) 331-5050

1000 Corporate Drive, Suite 700 Ft. Lauderdale, FL 33334

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