• Coastal Wealth

6/12/15- Practice Management: Fact-Finding

Updated: 3 days ago


Topic: Practice Management: Fact Finding w James Bonilla, Executive Vice President/Transition Solutions w Jared Morgenstern, Financial Planner, Investment Advsior Representative





Jared Morgenstern, Financial Planner, Investment Advisor Representative

Coastal Wealth, a MassMutual Firm

3010 N. Military Trail #318 Boca Raton, FL 33431

T: 561-912-0662

F: 561-912-9692

Email: Jmorgenstern@Financialguide.com

Jared’s mission is to help individuals develop financial objectives and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs. Jared’s goal is to help you make informed decisions about issues that affect your financial wellbeing.




James Bonilla, Executive Vice PresidentJames graduated from the University of South Florida with a double major in international business and biology. He became a financial advisor in 2001. He has also qualified for the Million Dollar RoundTable every year since 2004. James has been in leadership since 2007 a Bronze and Silver Bowl qualifier for field leadership in 2018 and 2019 with MassMutual

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O.B.I.

Phone: (954) 308-7138

(954) 331-5050

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

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