Brian A. Madrigal AAMS®
Title: Investment Advisor Representative
Email: bmadrigal@mycoastalwealth.com
Office: (954) 308-7140
Focus: Insurance Strategies, Retirement Income Strategies, Investment Strategies, Charitable Giving, Business Succession Strategies, Risk Management Strategies, Estate Conservation Strategies, Financial Education, Student Loan Refinancing, Business Owners, College Funding Strategies, Group Benefits
Languages: English
I studied communications at Kean University from 1997-2000. I began my career in the Financial Services Industry in November 2000. Being a firm believer in higher education, I furthered that education by attending and The College for Financial Planning® where I earned the designation of Accredited Asset Management Specialist, AAMS™ in 2004. During my 20+ years in the Financial Services Industry, I have represented firms from Main Street to Wall Street.
Preparing for the next step in life isn’t always easy. 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 their current, and more importantly, future needs. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high-net-worth families, businesses, and institutions.
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.
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.
