Bergman, Morales, Parker & Walsh 

Financial Advisors

Coastal Wealth, a member of the MassMutual Financial Group

Our Photo Gallery

 

Chamber of Commerce Ribbon Ceremony

              Names from left: Tom Walsh, Charlie Parker, Daniel Morales, Jeremy Straub, Neil Weiss, and Kristina Bergman

Elder Care Law Seminar with Marshall McDonald P.A.| March 2017

                                  Investment Seminar with BlackRock Funds | March 2017

Charlie Parker with his friend and client, Robert Angelini.

                      Certificate for State of Florida presented to Charlie Parker.

The Life Underwriter Certificate given to Charlie Parker

Anne Maria Correa Award-for Charlie Parker for exceptional service with MetLife Insurance Company

  Million Dollar Round Table member Charlie Parker

 National Association of Life Underwriters certification for Charlie Parker | Leader's Conference 2016

 

Charlie Parker with his client at Prudential Seminar | September 26th 

 Clients at our Retirement Planning Seminar in West Palm Beach | September 26th 

 Dan Morales introducing our seminar Prudential guest speaker Rich Antonucci Charlie, Kristina, Tom & Dan striking a pose after hosting their Prudential Investments seminar
Dan & Kristina at the Prudential Annuities Educational Forum with Wellington Management in Boston | August 2017 Wellington Management's offices for Prudential Annuities seminar
 Aerial views of the Boston Harbor from the Wellington Management office Kristina at the Prudential Annuities Forum by the Boston Harbor 

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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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