Bergman, Morales, Parker & Walsh 

Financial Advisors

Coastal Wealth, a member of the MassMutual Financial Group

Your Resource for Life Insurance, Disability Insurance, Long-Term Care Insurance, Annuities, Investments and Retirement Solutions

Welcome and thank you for visiting! 

Our 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.

We help you make informed decisions about issues that affect your financial well being so that you can achieve financial freedom. 

Choosing a financial advisor is an important decision. 
Is your financial advisor making a difference in your life?

For a COMPLIMENTARY Financial Consultation, call or email:

Kristina M. Bergman (561) 207-2311  kristinabergman@mycoastalwealth.com
Daniel Morales (561) 207-2323  danielmorales@mycoastalwealth.com
Charlie Parker, LUTCF (561) 207-2312  charlieparker@mycoastalwealth.com
Thomas E. Walsh, LUTCF (561) 207-2306  thomaswalsh2@mycoastalwealth.com

View our Educational Videos and Digital Flipbooks or call us about our free planning guide

We look forward to hearing from you.

Contact Information:

Coastal Wealth

250 S. Australian Ave. Suite 1200
West Palm Beach, FL 33401
 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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