Alejandro Mendieta
PRESIDENT OF COASTAL WEALTH PRIVATE CLIENT GROUP, A DIVISION OF COASTAL WEALTH, a massmutual firm
P: (954) 938-8800
E: amendieta@mycoastalwealth.com
Alejandro Mendieta is the President of the Private Client Group division of Coastal Wealth, a MassMutual firm. Leading one of the largest financial services firms in Florida, Alejandro serves his team of financial professionals and clients through holistic financial planning, custom tailored insurance solutions, disciplined investment strategies and proactive personal service.
For years, Alejandro has been asked to share his insights and formulas for growing an exceptional holistic practice with leading financial professionals in the industry. Alejandro’s proven track record has led him to become one of the top-ranked registered representatives in the country by his previous firms, LPL Financial and Metlife Premier Client Group. Currently, he has consistently been recognized year after year as one of the top-ranked financial professionals in the country by Massachusetts Mutual Life Insurance Company (MassMutual), qualifying for Blue Chip Council and Society 1851 in 2017, 2018 and 2019. He has also received countless other accolades, including the 2017 Coastal Wealth Managing Director of the Year Award and recognized for his achievement in sales as the 2016, 2017, and 2018 Top Overall Financial Advisor and Financial Planner by Coastal Wealth. Alejandro has been published in various media outlets such as MSN Noticias, El Nuevo Herald, Hispanic Network Magazine, Miami Diario, and Negocios en Florida. He is one of the most celebrated and respected financial professionals and executives in his community — and is a sought-after leader, speaker, and financial planner.
He also recognizes the importance of serving others. Alejandro is a member of the Executive Board of Directors for Boy Scouts of America South Florida Council, a member of the Board of Directors for the Zoo Miami Foundation and was appointed in 2020 as a commissioner for the inaugural Millennial Debt Commission. In 2017, Alejandro was named the Leukemia and Lymphoma Society’s Philanthropist of the Year, 2017 Hispanic Heritage Award by Boy Scouts of America, 2018 MassMutual Gold Community Service Award, 2018 Pacific Life Foundation Recipient, and earned the highest honor awarded by the Commonwealth of Kentucky, commissioned as a Kentucky Colonel.
Alejandro earned the key to Miami-Dade County and the City of Miami, was named a South Florida Business Journal 40 under 40 Honoree, earned the Ron Magill Zoo Goodwill Ambassador distinction and received a certificate of appreciation from the City of Miami honoring and recognizing Mr. Mendieta as a great community leader. CRN202303-280497
MY APPROACH
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
YOUR FUTURE
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
SOLUTIONS THAT HAVE AN IMPACT
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Disclosure:
I am licensed to sell insurance in: fl, ny
I am Licensed to sell securities in: ca, fl
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. Registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). OSJ: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 (954) 938-8800 CRN202408-2100440
