RP
Roy Perez
Senior Vice President At Coastal Wealth A Massmutual Firm at Coastal Wealth
View Roy's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Senior Vice President At Coastal Wealth A Massmutual Firm
Jan 2020 - Present · 4 years and 11 months
MassMutual South Florida
Senior Vice President
Jul 2012 - Jan 2020 · 7 years and 6 months
Financial Consultant
Mar 2009 - Jun 2012 · 3 years and 3 months
Company Details
51-200 Employees
At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don’t outlive your income, or protect your growing business, we can help you achieve your long-term financial goals. _____ MassMutual refers to Massachusetts Mutual Life Insurance Company. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.
Year Founded
2016
Social Media
Linkedin
Industry
Financial Services, Tax & Regulatory Management Services, Management Services, Services, Asset Management & Control Services, Air Management Services, Accounting Services, Financial
HQ Location
1000 Corporate Drive Suite 700 Fort Lauderdale, FL 33334, US
Keywords
RetirementFinancial PlanningRisk ManagementProtection ProductsLife InsuranceInvestment ManagementBusiness Strategies
Discover More About Cleveland Clinic

Find verified contacts of Roy Perez in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.