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Leadership

Jeremy M. Straub, CRPC, CFS®

FOUNDER | CEO

Phone

954-331-5111

Email

JStraub@mycoastalwealth.com

Jeremy M. Straub, CRPC, CFS®

Jeremy Straub, CRPC, CFS® is the Founder and CEO of Coastal Wealth. With more than 20 years in executive level positions with fortune 500 companies, Jeremy is considered a financial industry thought leader who brings energy and passion to helping people preserve wealth. Jeremy couldn’t ignore his inherent entrepreneurial spirit and desire to create a financial services and wealth management firm of his own and in 2016 Coastal Wealth was created.  

Through Coastal Wealth, Jeremy created a firm with a family feel – where financial professionals are treated like clients, and clients have experienced professionals at their fingertips to address most aspects of their financial lives. This is at the core of what Coastal Wealth was built on and every day work is put in, to continue to learn, adapt and grow across all areas of life. This shows evident in the firm’s mission: to navigate opportunities and redefine what is possible. 

Over the past 4 years, Jeremy has grown Coastal Wealth into the largest firm in Southeast Region and leads a team of more than 400 financial professionals, agents and support staff with over 28 offices across Florida and Georgia. Coastal Wealth focuses on financial planning, protection, property and casualty insurance and group/executive benefits. The key values Straub upholds within Coastal Wealth that shape the decisions, the direction, and the team are anchored in Integrity, Diversity, Innovation, Collaboration, and Responsibility. Today, Coastal Wealth services over 100,000 clients[1] with over $20 billion of life insurance in force[2] and $12 billion in assets serviced.

Originally from Bethlehem, Pennsylvania, Jeremy’s entrepreneurial nature was influenced by his father, who worked his way up in the auto industry from selling cars to owning dealerships. Jeremy’s top personal goal is to have a positive impact on his family, employees and community. He loves that his role at Coastal Wealth allows him to balance the “mind of a capitalist and heart of a social worker,” by helping clients reach their financial goals while living his personal dream as an entrepreneur. 

Jeremy graduated from Moravian College in Bethlehem, PA with a Bachelor of Arts degree in Finance and Political Science. Jeremy is a Chartered Retirement Planning Consultant (CRPC®) designee, which helped him discover his passion for helping people prepare for the accumulation and distribution phases of retirement. He is also a Certified Funds Specialist® (CFS) designee. Jeremy holds a Series 7, 9, 63, 66 and 24 registrations with FINRA, and is a registered principal with MML Investors Services, LLC. 

Jeremy is on the board for YPO of Palm Beach and host of a podcast where he speaks with business owners and entrepreneurs. Jeremy lives in Fort Lauderdale and enjoys spending time with his two young children, daughter, Kayla, and son, Kai, as well as traveling, archery, boating and snowboarding.

Awards & Accolades

Apogee Award Honoree

South Florida Business & Wealth 2019

40 under 40 Honoree Award

South Florida Business Journal 2017

Co-Author “Cracking the Code to Success” with business guru Brian Tracy.

2017

Featured in numerous media outlets

including CNBC, US News & World Report, SELF Magazine, Business Insider, Sun Sentinel, and the Florida Business Journal. 2016 - present

Crystal Achievement Award

MassMutual 2019

MassMutual Chairman’s Trophy

Gold: 2020
Gold: 2019
Gold: 2020

Silver: 2017

Best Year Ever

MassMutual 2019

Burvin E. Pugh Building Award

MassMutual 2017

[1]  An insured, owner, or payer of a MassMutual policy or contract.

[2] Amount of individual life insurance in force as of [12/31/19] related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. (www.SIPC.org) 1000 Corporate Dr., Ste 700, Fort Lauderdale, FL, 33334. 954-331-5100. Agency officers are not officers of MassMutual. 
CRN202211 - 274151

Harris Fishman, CLU ChFC

Chairman

Phone

(610) 766-3033

Email

hfishman@mycoastalwealth.com

Harris Fishman, CLU ChFC

Harris’s storied 30+ year career began in 1989, when he launched his financial services practice with MassMutual and quickly established himself as a leader in the industry. He would rise quickly through the ranks of management, being named a Sales Manager (1993), Associate General Agent (1997), Managing Partner (2000) and General Agent (2003). Under his leadership, MassMutual Greater Philadelphia (MMGP) grew from 40 to over 175 financial professionals, expanded its geographical footprint to 20 offices across Pennsylvania, New Jersey and Delaware and serves over 54,000 clients.

Harris currently serves as General Agent Emeritus and continues to be involved in the strategic direction of MMGP.  As the Chairman of Coastal Wealth, Harris is focused on investing in progressive initiatives and strategies to better serve the evolving needs of the firm and its clients. Coastal Wealth services over 90,000 clients1 with over $19 billion of life insurance in force2 and $6 billion in client policies and accounts3.

As a sought-after speaker, Harris delivers on topics such as industry trends, leadership, company culture and corporate philanthropy. He is an advocate for providing financial literacy programs to families and champions the access of resources and valuable government benefits for special needs families and their children.

Harris graduated with honors from the University of Delaware with a Bachelor of Science in Finance and attended Darden Business School’s Executive Leadership Program. Harris is a Chartered Life Underwriter designee and Chartered Financial Consultant designee from the American College of Financial Services. He holds Series 7, 6, 65, 63 and 24 registrations with FINRA, and is a registered principal with MML Investors Services, LLC. He served as President of MassMutual’s General Agent’s Association in 2013.  He resides in Pennsylvania and Florida with his wife Ellen and two daughters Rachel and Emily.

Awards & Accolades

Crystal Achievement Award

MassMutual (2003‐2019)

MassMutual Chairman’s Trophy

Gold: 2008, 2010, 2015, 2016 + 2018, 2020 - Silver: 2017 & 2019 - Bronze: 2012 & 2013

MassMutual Best Year Ever

MassMutual 2

Best Places to Work

Philadelphia Business Journal (2007‐2016)

Top Work Place

Philadelphia Inquirer (2010‐2013, 2015-2019)

Top CEO

Philadelphia Inquirer (2012)

CEO of the Year Award

Main Line Chamber of Commerce (2012)

CEO Philanthropy Award

Executive Leadership Radio (2012)

Most Admired CEO

Philadelphia Business Journal (2015)

Corporate Culture Award

SmartCEO (2015)

Most Admired CEO’s Change Driver Award

Philadelphia Business Journal (2016)

Master Agency Award

GAMA International (2016)

Future 50 Award

SmartCEO (2016)

Top Leadership Award

Philadelphia Inquirer (2016 & 2017)

Velocity 50 Award

CEO Report (2018)

Corporate Philanthropy Leadership Award

Philadelphia Inquirer (2018)

Influencer of Finance Award3

Philadelphia Inquirer (2019)

1An insured, owner or payor of a MassMutual policy or contract as of December 31, 2020.

2Life insurance coverage in force as of December 31, 2020 related to products issued by Massachusetts Mutual Life Company and its subsidiaries, C.A. Life Insurance Company and MML Bay State Life Insurance Company.

3Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.

Harris is a Chartered Life Underwriter and Chartered Financial Consultant accredited from the American College of Financial Services

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. CRN202408-644421