Bergman, Morales, Parker & Walsh 

Financial Advisors

Coastal Wealth, a member of the MassMutual Financial Group

Our Firm

You're in good company. For over 165 years, MassMutual Life Insurance Company has developed relationships with people like you, to help them lead happier, healthier and more productive lives. Our success is based on our long history of social responsibility, strong leadership, and sound investment strategies, utilizing a variety of products and services. 

We are proud to be a part of this great tradition. Our team is committed to delivering superior service and look forward to working for you. 

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does. 

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

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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