Coastal Wealth

Coastal Wealth Where financial advisors grow with structure, strategy, and support.

175 years of MassMutual and AAX Founders Day, celebrated the Coastal Wealth way. We kicked things off on the pickleball ...
06/02/2026

175 years of MassMutual and AAX Founders Day, celebrated the Coastal Wealth way.
 
We kicked things off on the pickleball courts with a morning of connection, competition, and team energy.
 
From there, we moved into lunch and conversation with Coastal Wealth members of AAX, reflecting on the relationships, collaboration, and shared commitment that continue to move our firm forward.
 
Days like this are a reminder that strong firms are built through strong relationships.

Coastal Wealth proudly celebrates Richard Sterling Price, FSCP® on being recognized as a Top of the Council qualifier* w...
05/27/2026

Coastal Wealth proudly celebrates Richard Sterling Price, FSCP® on being recognized as a Top of the Council qualifier* with MassMutual, MassMutual's highest level of recognition for top producing advisors.

Top of the Council financial professionals are a select group of financial professionals nationwide recognized for outstanding performance, and they represent MassMutual at its finest. As a proud supporter of the community, Coastal Wealth knows the importance of recognizing professionals who make a real difference in the lives of their clients.

To learn how to build your optimal financial plan and experience a real difference in obtaining the answers and insight you seek from a premier investment advisor and financial planner, connect with Rick:

mycoastalwealth.com/rprice
Direct 954.740.2255 | Text 954.715.4258 | mailto:[email protected]
Book a 5 minute Q&A: calendly.com/rick-price

*Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual. Richard Price, FSCP® is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334. (954) 938-8000. CRN202904-11073570

Members of our Coastal Wealth team recently joined advisors, home office partners, and peers from across MassMutual firm...
05/26/2026

Members of our Coastal Wealth team recently joined advisors, home office partners, and peers from across MassMutual firms in Boston for MassMutual Academy East and MassMutual Summit East.

At Academy East, we had 22 advisors in attendance, with James Bonilla and Sam Eppy taking the stage as panelists. At Summit East, Paul Cohen, Kristen Licht, and Jazlin Candelaria represented Coastal Wealth alongside Practice Development Specialists, Sales Managers, and Agency Tech Specialists from across the country.

From advisor development to firm-level strategy, these events are a reminder of what's possible when we invest in each other's growth. Proud of everyone who showed up and represented our team.

We believe great advisors never stop learning.This week, our team spent time at FINSECA Advanced Markets in Washington, ...
05/22/2026

We believe great advisors never stop learning.

This week, our team spent time at FINSECA Advanced Markets in Washington, D.C., connecting with industry leaders and exploring strategies to better serve the families, businesses, and communities that trust us every day.

Always learning. Always growing.

Last week marked our official Atlanta Office Kickoff.It began with a dinner where our local staff and team came together...
05/20/2026

Last week marked our official Atlanta Office Kickoff.

It began with a dinner where our local staff and team came together in person, some meeting face-to-face for the very first time. Over a fantastic meal, we connected with recruits, swapped stories, and felt the energy of this growing community.

The next morning, our training brunch gave everyone a sneak peek at the new office breaking ground soon, plus the chance to hear from some incredible Coastal Wealth advisors on how to elevate their practice.

We can't wait to watch this territory grow and don't worry, we'll keep you posted on the progress! Just another exciting chapter for Coastal Wealth!

05/18/2026

The best leaders he ever had taught him one thing. Calmness is a superpower.

Coastal Wealth Chairman, Harris Fishman, shares a piece of advice from early in his career that still guides him today. "Be the person you would want to follow." He reflects on the leaders who shaped him. People of honesty and integrity, yes, but more than that, people who were steady. Whatever was happening at work or in their personal lives, you could count on them. Long before he ever had a leadership title, he was already practicing those same qualities. Who's the leader you would follow, and how are you becoming them?

Since 1851, MassMutual has stood for one simple idea‚ looking out for one another and building a better future, together...
05/15/2026

Since 1851, MassMutual has stood for one simple idea‚ looking out for one another and building a better future, together.

What makes this milestone meaningful isn't just what's been built, it's how.

At Coastal Wealth, we live that legacy three ways:

Valuing ideas: Taco Tuesday with home office leaders, deepening product knowledge and sharpening how we communicate value.

Giving back: our Annual Beach Cleanup, protecting local ecosystems and sea turtle nesting grounds.

Celebrating success: CEO Summit, where we don’t just recruit advisors. We build business owners.

Here’s to the next chapter, written together.

It's official!! Coastal Wealth is breaking ground in Coral Gables! We have been waiting SO long to share this, and we'r...
05/13/2026

It's official!! Coastal Wealth is breaking ground in Coral Gables!

We have been waiting SO long to share this, and we're beyond excited that it's finally here.

Our Coral Gables team is moving into a brand new building, designed to fit the way we work and the clients we serve.

Swipe through to see where we are today, and where we're headed. That's real demolition behind us, and the vision in the renderings is officially underway.

Follow along, because we'll be sharing updates at major milestone of the build. This is just the beginning!

05/08/2026

"There's no right way to do the wrong thing."

I've learned many lessons in my career, from a banker who's now been at the same firm for nearly 50 years.

The temptation to chase a quick profit or take the easier path will always be there. But the right way and the easy way are rarely the same road.

Integrity isn't situational. It's the foundation everything else gets built on.

What's a piece of advice from a mentor that still guides your decisions today? 👇

CRN202901-10177857

Congratulations to Harris S. Fishman, CLU®, ChFC®, Chairman of Coastal Wealth, on being named to Finseca’s Board of Dire...
05/06/2026

Congratulations to Harris S. Fishman, CLU®, ChFC®, Chairman of Coastal Wealth, on being named to Finseca’s Board of Directors!

Harris has played a major role in shaping the vision and growth of Coastal Wealth, and his leadership continues to make an impact across our firm and throughout the industry.

Finseca brings together leaders across financial security, insurance, retirement, and wealth management to help strengthen the profession and the communities it serves.

We are excited to see the perspective and experience Harris will bring to the board in this new role. Well deserved!

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1000 Corporate Drive, Suite 700
Fort Lauderdale, FL
33334

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