What is a Financial Planner?


A Financial Planner is someone who is able to comprehend the emotions behind a client's goals and concerns and links them to their holistic financial picture. Creates a detailed plan with the help of experience and software, and ultimately guides the client to that destination with tailored recommendations. These plans can include investment planning, retirement planning, insurance planning, small business planning, education planning, tax & estate strategies. A financial Planner should always consider the client's best interest when making recommendations.

 

Watch the video for a preview of our client friendly financial planning software

 

For a COMPLIMENTARY Financial Review, please contact Coastal Wealth.

 

Mateo Garcia is Financial Planner & Investment Advisor Representative of Coastal Wealth, a MassMutual Firm. Garcia joined the Coastal Wealth Team in 2016 and has 5 years of industry experience, with most clients being local in the Tri-County area of South Florida.  Previously, he was with MetLife where he was a Financial Services Representative, focusing on client relationships and servicing. With the years of experience, he has expanded his expertise of the financial services industry in efforts to deliver surpassing service to his clients.

Garcia graduated with a bachelor's degree from Florida International University with a double major in Finance & Management, in 2013. He is also an active member of the National Association of Insurance and Financial Advisors, (NAIFA), Business Network International, and is part of the Plantation Chamber of Commerce, since 2015.  

 

 

"My goal is to become a lifetime resource to every client."

-Mateo Garcia