Bergman, Morales, Parker & Walsh 

Financial Advisors

Coastal Wealth, a member of the MassMutual Financial Group

Personal Solutions


Financial Resource Services

  • Life and disability income insurance needs
  • Review of savings and investments
  • Retirement income needs
  • Budgeting and cash flow study

Retirement products and services

  • Fixed and Variable Annuities
  • Retirement needs review
  • IRA, Roth IRA, 401K Plans, SEP & Group Simple IRA

Insurance Products

  • Medical/Health/Dental
  • Long Term Insurance Plans

Investment Products

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Stocks
  • Bonds
  • 529 College Plans & Accounts

Estate Planning

  • Tax efficiency strategies
  • Charitable giving

For more information, contact us.

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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