Coastal Wealth

🌟Happy holidays from West Palm Beach!🌟 Our Coastal Wealth WPB team gathered for their annual Christmas lunch at the iconic Breakers in Palm Beach, celebrating the season in style. Wishing everyone a joyful holiday season!🎄✨ Kristina Bergman Oliver Buckmaster Manuela Helbig Charlie Parker Tom Walsh

Reflecting on 2024, we’re reminded of the incredible moments we’ve shared—supporting our clients, connecting with our communities, and celebrating milestones along the way. 2024 has been one for the books! ✨ Let’s welcome 2025 with gratitude and joy! 🎉 #YearInReview #CoastalFamily #Gratitude #CheersTo2025

As we wrap up the year, we’re filled with gratitude for the connections we’ve built, the clients we’ve served, and the milestones we’ve celebrated together. This holiday dinner was a perfect way to bring a few of our departments together and reflect on an incredible 2024!✨ What are you most grateful for this year? Share with us in the comments below ⬇️ Let’s spread some holiday cheer as we head into the new year! #HolidayCelebration #Gratitude #Teamwork #CheersTo2025

🎄🎅 Spreading Holiday Cheer in Coral Gables! 🎅🎄 Our Coral Gables office was transformed into a magical Santa's Workshop as we celebrated LINQ Financial Group's 25th Anniversary with a heartwarming holiday toy drive. From festive decorations to piles of donated toys, the community came together to make this event unforgettable. Thank you to everyone who joined us in giving back and helping us bring joy to children in need this season. Here's to 25 years of making a difference and many more to come! #HolidayGiving #SantaWorkshop #CommunityImpact #CoastalCares

🎉 Reflecting on a Year of Giving Back 🎉 At Coastal Wealth, philanthropy is at the heart of what we do. This year, we proudly supported: 💜 The Alzheimer’s Walks in Fort Lauderdale and Jacksonville, raising awareness and funds for a cause close to many hearts. 🍎 Feeding America volunteer days, helping to combat hunger in our communities. 🎒 A Back-to-School Drive to equip students with tools for success. 🏖️ Our Annual Beach Cleanup, protecting and preserving our beautiful coastlines. 💡 And so much more, including teaching Financial Literacy, supporting our Special Care Division, and giving back to causes that matter. Here’s to making an even bigger impact in the year ahead! 🌟 #CoastalCares #Philanthropy #CommunityImpact #GivingBack #CoastalCares #Philanthropy #CommunityImpact #GivingBack #CoastalWealth

🚨 Join Our Team! 🚨 Are you tech-savvy with a passion for problem-solving and a knack for staying secure in the digital world? We're looking for a Technology Specialist to join our talented tech team! 💻✨ As part of a collaborative team, you will: ✅ Provide top-notch tech support to agents and staff ✅ Manage hardware/software updates and ensure smooth operations ✅ Lead training sessions on cutting-edge technology ✅ Oversee secure, compliant system usage and access ✅ Keep our tech inventory organized and efficient If you’re ready to contribute your skills and grow in a supportive environment, this is the role for you! 📲 Apply now to join our innovative team: 🔗 /bit.ly/ATSposition #TechJobs #NowHiring #JoinOurTeam #AgencyTechnologySpecialist

🌟 Planning for a Brighter Future 🌟 At Coastal Wealth, we’re thrilled to spotlight the remarkable work of Special Care Planner Michael J. Sousou. With over 40 years of experience, Mike helps families navigate the complexities of planning for loved ones with special needs, helping to secure their future and enhance their quality of life. 📖 Read the full story, including a life-changing client success story, and learn how Special Care Planning can make a difference for your family. 👉 Read more here: bit.ly/MichaelSousou (link in bio) #SpecialCarePlanning #FinancialPlanning #CoastalWealth #SpecialNeedsFamilies #FuturePlanning #SuccessStories

A big congratulations to Alejandro Mendieta, President of Coastal Wealth Private Client Group, for being honored as the 2024 Man of the Year by the South Florida Hispanic Chamber of Commerce! 🌟 This well-deserved recognition celebrates Alex's incredible contributions to South Florida’s communities and his unwavering dedication to creating opportunities for families across the region. Thank you, Alex, for your impactful leadership. 👏 #ManOfTheYear #CommunityLeader #SouthFlorida South Florida Hispanic Chamber of Commerce (SFLHCC) Liliam Lopez, Dr. (h.c.) EPGD Business Law MassMutual Finseca Florida Lemark Corporation TRMG | The Risk Management Group Frank Acosta Latin GRAMMY Cultural Foundation Ely Mendieta Daniella Levine Cava for County Mayor Miami-Dade County Miami Today Newspaper Lourdes M. Mola, MBA Emilio Rodriguez Maria Rodriguez Eric Gros-Dubois Grant Kaplan, Esq. Roberto R. Muñoz

We’re Celebrating 25 Years in Coral Gables with a Toy Drive! 🎁 In honor of their 25th anniversary, LINQ Financial Group with Coastal Wealth is hosting a holiday toy drive to to bring smiles to children in our local community! Let’s make this holiday season a little brighter for those in need. 📅 When: December 12th, 2024 📍 Where: 2100 Ponce De Leon Blvd. 6th Floor. Coral Gables, Fl 33134 🎁 Donate new, unwrapped toys and help spread holiday cheer! 🎅 Enjoy hot chocolate, cookies, and photos with Santa! Let’s come together to give back to our community. Every toy counts! ❤️ #CoralGables #ToyDrive #CommunityGiving #HolidayCheer #GivingBack #25YearsStrong

🎉 Rockin’ into the holiday season 🎉 Our Chief of Staff took a few brave team members to Project Rock for an indoor rock-climbing adventure. 🧗♀️ It was a great way to bond, laugh, and prove that we can conquer anything—even gravity! Here’s to reaching new heights! 🌟 Happy weekend, everyone! #TeamBuilding #HolidayFun #CoastalWealth #ClimbingToSuccess