Bergman, Morales, Parker & Walsh 

Financial Advisors

Coastal Wealth, a member of the MassMutual Financial Group

Daniel Morales

Daniel Morales

Financial Services Representative Financial Planner

Phone: (561) 207-2323
E-mail:
 

Having been in the industry for almost three decades, I understand the complexities of the financial markets and my BBA in Accounting helps me analyze various investment options with clarity and understanding. I offer a complimentary review of a client's current portfolio.  These portfolios include stocks, bonds, ETFs, mutual funds, annuities and other investment vehicles.

Working with members of my team, we can also perform a complementary analyze your current life and health insurance policies to make sure you are adequately protected and have a complete understanding of what you currently own.  

Finally, I build comprehensive investment strategies.  They are tailor made to meet specific needs and time horizons. The goal of the portfolio is for wealth accumulation in the earlier years and income and capital preservation in the later years. We achieve these goals by creating a financial plan that lays out the ground work to cover all your financial needs. It will serve as the road map to financial independence. A written plan makes it easier to visualize your goals and holds you accountable to implement it.

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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