Awards & Recognition

Coastal Wealth made the Top CFPs list with the Jacksonville Business Journal.

Coastal Wealth made the Wealth Managers, Advisory Practice list with the Jacksonville Business Journal.

Zager Honored as Advisor of the Year for Third Time

Zager Honored as Advisor of the Year for Third Time.docx

Michael Zager is a third time recipient of Advisor of the Year, the highest individual honor in the company for the third time. Awarded annually, Advisor of the Year is the most prestigious individual award that MassMutual presents. The Advisor of the Year is the standard-bearer of the company's field force, and is a leader in their firm, the company, the industry, and their community.

By consistently performing at a high level, Michael built a robust, national client list and a trusted business in South Florida. He’s passionate about leaving as many people as possible better off, and he isn’t slowing down anytime soon. “Michael’s consistency and passion to help his clients are the best in the business," said Harris Fishman, Coastal Wealth Chairman. “Michael’s sense of urgency is contagious, and he is always willing to help others and give back to our firm,” said Harris. "His dedication to teaching translates to his work with clients. Whether in person or over the phone, Michael does not cut corners and makes sure his clients have a comprehensive understanding of their decisions with no uncertainty so they make them from a knowledgeable point of view.

Advisor of the Year, 2022, 2018, 2013.

Exceptional Level of In-Force, 2006.

Chairman’s Club, 21 years.

Advisor Life Insurance Leader, 3 years.

Top of the Council, 24 years.

Blue Chip Council, 26 years.

Leaders Conference, 27 years.

Coastal Wealth Finalist for Business of the Year
Coastal Wealth was selected as a finalist for South Florida Business Journal's
2023 Business of the Year.

We are honored to have been selected as one of We were selected as one of 2022 Best Places to Work in Insurance.

Thank you #CoastalFamily for making this possible. Congratulations team!

#CommitedToExcellence✨

Coastal Wealth is honored to be named one of the 2023 Top Workplaces by the Sun Sentinel. We are so proud of our team! #CommitedtoExcellence✨👏

We are excited to share that Coastal Wealth was selected as the #1 Best Companies for Remote Workers in 2022. We are proud to be recognized as a company that enhances communication technology and innovative productivity in our financial professionals.🙌🎉

We are excited to share that Coastal Wealth was named one of 2022 Florida’s Best Companies To Work For! Featured in the August issue of Florida Trend magazine, the annual list recognizes companies that have been successful in creating and maintaining workplace excellence. We’re so proud of our firm for continuing to shine during challenging times.

QWe were named one of Tampa Bay's 2022 Healthiest Employers based on our proactive approach to employee health benefits and wellbeing.

Congratulations to our Chairman, Harris S Fishman and our CEO, Jeremy Straub on being honored with the prestigious Gold Chairman’s Trophy from MassMutual. We are proud of the Coastal Wealth Team for making this possible!

We are excited to share we are certified as a 2022-2023 Great Place to Work. Our employees agree Coastal Wealth provides a great employee experience and company culture.

We are happy to share that the Jacksonville Business Journal has awarded us as one of their Healthiest Employers in northeast Florida. We celebrate this honor as we strive to focus on corporate health and wellness.

We are thrilled to share that Coastal Wealth has been recognized as one of the Best and Brightest Companies in Miami for 2022. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment. Let’s continue to set the bar high and strive for excellence in all we do