Bergman, Morales, Parker & Walsh 

Financial Advisors

Coastal Wealth, a member of the MassMutual Financial Group

Charlie Parker, LUTCF

Charlie Parker, LUTCF

Account Executive

Phone: (561) 207-2312
E-mail:
 

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

Business

  • Group Insurance: Health, Dental, Life, Long Term Care & Disability Income
  • Retirement Plan Funding: 401(k), Simple IRA Plans, SEP & Roth IRAs
  • Executive Bonus Plans
  • Deferred Compensation Plans
  • Key Person Insurance
  • Buy-Sell Agreement Funding

Individuals

  • Retirement Planning
  • Life Insurance
  • Health & Dental Insurance including Healthcare Marketplace certified (Obamacare)
  • Annuities – Fixed, Immediate & Variable
  • Disability Income & Long Term Care Insurance
  • Estate Planning
  • Mutual Funds
  • IRA Rollovers & Consolidations
  • Medicare Supplements
  • Roth IRA

QUALIFICATIONS

  • Member of Palm Beach Association of Healthcare Underwriters
  • Member of the American College Alumni Association of Insurance & Financial Advisors
  • Lifetime & Qualifying Member of Million Dollar Round Table
  • Member of the National and Palm Beach Association of Insurance & Financial Advisors
  • Member of the Life Underwriters Training Council Fellowship
  • Licensed to sell Life & Health Insurance in Florida for 24 years
  • Registered to offer mutual funds in Florida
  • 14 Time Leaders Conference Qualifier: 1994, 1995, 1997, 1998, 2001-2008, 2012, and 2015
  • MetLife 1993 – 2016 Retired
  • MassMutual Financial Services Executive

PERSONAL

  • Lifetime resident of Florida & Palm Beach County
  • Family: Married to Diane with one daughter, Amber, two dogs, Buttons & Bella
  • Hobbies: Travel, Movies, Reading, Music & Sports

ORGANIZATIONS

  • Member of The Catholic Diocese of Palm Beach Attending St. Edward Catholic Church of Palm Beach
  • Member of the Kravis Center of the Performing Arts
  • Member of the Chamber of Commerce of Florida, City of Clewiston
  • Better Business Bureau of Florida

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Charlie Parker is a registered representative of and offers securities through MSI Financial Services, Inc.  Member SIPC.   One Clearlake Centre, Suite 1200, 250 Australian Ave. South West Palm Beach, FL  33401 and 561-207-2312.

 

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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