Bergman, Morales, Parker & Walsh 

Financial Advisors

Coastal Wealth, a member of the MassMutual Financial Group

Our Process

Through a collaborative, one-on-one relationship, we help you identify and prioritize your goals, and offer guidance and strategies specific to your individual needs. 

We provide our clients a holistic approach to analyzing their financial needs through customized solutions, investment analysis, and advanced markets support.

Process

My team analyzes and creates recommendations surrounding our clients' current retirement goals, survivor needs, education costs, disability income, etc.

Investment Analysis

My team will also analyze and create recommendations for our clients' current investment portfolios to meet their financial goals.

Advanced Markets Support

We work with High Net Worth clients and Small Business Owners solving complex Estate and Business issues.

For more information, contact us at:

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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