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Awards & Recognition

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Coastal Wealth is honored to be named one of the Best and Brightest Companies To Work For in the Nation for the second consecutive year! We are so proud of our team! #CommitedtoExcellence✨👏

We are excited to share that Coastal Wealth has been selected for the 2021 Best of Jacksonville Award in the Insurance and Financial Services category. We are proud to be recognized as a company that enhances the positive image of small business through service to our customers and the local community.🙌🎉


We are excited to share that Coastal Wealth was recently named one of 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.

We are delighted to share that we’ve made “The List”!
Jacksonville Business Journal releases an annual list of Certified Financial Planners ranked by area CFP’s. Coastal Wealth was ranked in the top two for 2021. Way to go #TeamCoastal!

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 that Grace Staten, Coastal Wealth's Head of Marketing, has been named 2020 Woman of the Year by Women in Insurance & Financial Services. We are extremely grateful to have such an amazing woman leading our marketing team. Congratulations on this prestigious honor!

We are happy to share that Financial Advisor, Shir Keidan, AIF®, CPFA, FSCP®, was selected as one of NAPA’s 2021 “Aces”: Top 100 Retirement Plan Advisors Under 40. These “Aces" are widely seen as the future leaders of the retirement plan advisor industry. Congrats Shir, we are proud of you!

We are thrilled to share that Coastal Wealth has been recognized as one of the Best and Brightest Companies in Miami for 2020. 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


We are thrilled to share that Coastal Wealth has been recognized as the top 101 of the Best and Brightest Companies in the Nation for 2020. Two years in a row! 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!

We're happy to share that Coastal Wealth - Oakland Park Offices was selected as a finalist for the South Florida Business Journal 2020 Structures Awards in the BEST REUSE/REHAB PROJECT category. The Structures Awards recognize South Florida's top-of-class real estate projects among 15 unique categories.

We’re proud to be a Great Place to Work-Certified™ company! Coastal Wealth is honored to join respected companies across the country whose associates truly believe they are a great place to work. Our company culture is our top priority and we couldn’t be prouder of our amazing team!


We are grateful to have won the Mass Mutual Chairman's Trophy for 2020!

We are thrilled to share that Coastal Wealth has been recognized as one of the Best and Brightest Companies in the Nation for 2020. Two years in a row! 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


We are thankful to learn that our new Jacksonville office is being recognized as one of Jacksonville Magazine's Companies With Heart for 2020. The award shines a light on businesses with long-term approaches to giving back to the community and making the region a better place. We’re so fortunate to have this group as a part of the Coastal Wealth team

We are thrilled to share that Coastal Wealth has been recognized as one of the Best and Brightest Companies in the Nation for 2019. 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.

Jeremy Straub, Founder | CEO presented with Apogee Award by the South Florida Business and Wealth in 2019!


Congratulations to Cheryl Canzanella for winning the Young Advisor Team (YAT) Leader of the Year Award for 2019!

Neil E. Weiss, Managing Partner, was awarded GAMA International's 2019 Frontline Leader Award Diamond!

Congratulations to Alejandro Mendieta, Managing Partner in our Miami Office, for being selected as a 40 under 40 nominee with the South Florida Business Journal!