Chad Tourin, JD*, CPA*, CFP®
Title: President, Private Client Group, a Division of Coastal Wealth, a MassMutual firm
ctourin@mycoastalwealth.com
Office: (954) 558-8333
Focus: Insurance Strategies, Retirement Planning, Financial Planning, Investment Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Student Loan Refinancing, Business Owners, College Funding Strategies, Group Benefits
Languages: English
Chad Tourin is President of the Private Client Group division of Coastal Wealth, a MassMutual firm.
As a former practicing CPA and attorney, Chad brings a wealth of knowledge to his financial planning practice, where he specializes in working with business owners and high net worth individuals. Chad develops customized strategies for the advanced planning needs of his clients and has extensive experience in asset protection, buy-sell and, exit planning, wealth management, executive benefits,l egacy planning, and premium financing.
Since joining Coastal Wealth in 2018, Chad has perennially ranked amongst the top financial professionals in the country, most recently being recognized for his sales achievements as 2020’s Advisor of the Year for Coastal Wealth. Nationally, he qualified for Blue Chip Council in 2019 and 2020 and became a member of Society 1851 in 2019 and 2020, or being recognized as one of the top 250financial professionals at Massachusetts Mutual Life Insurance Company (MassMutual). Chad has also been published on various media outlets such as US News & Report, Yahoo Finance, Voyage MIA, and is regularly asked to provide commentary on the Mass Mutual blog.
Serving the organization and the community is a passion of Chad’s, particularly when it comes to providing financial education to underserved demographics. Chad is a regularly invited to speak at graduate level programs, most notably as the financial resource to several programs at Nova Southeastern University, where he educates the students on financial strategies to get their careers off to a fast start. He also regularly conducts workshops throughout the community, including interactive “Money Skills” events for young children to promote financial literacy in the youth.
Chad also helped form and serve on the Board of Directors for Team Henry and The Tooth Healer For Children Around the World, not for profits with the similar missions of improving the health and well-being of children. He is also actively involved at his synagogue, Temple Dor Dorim in Weston, FL. Chad graduated the University of Florida in 2007 with a Bachelor’s and Master’s degree in accounting and obtained his CPA* license in 2008. He later went on to attend Florida International University College of Law and in 2013 became a member of the Florida Bar. Chad lives in Weston with his wife, Katie and daughters, Olivia and Hannah. In his free time, he enjoys spending time with his family, golfing, traveling, playing flag football, and watching his New York sports teams.
CRN202407-562353
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:
CA Insurance License #0k54749 | State of Domicile: FL
I am licensed to sell insurance in:al, ca, co, dc, fl, nj, oh, pa, wa
I AM LICENSED TO SELL SECURITIES IN:dc, fl, co, nd, oh, nc
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 *Licensed but not practicing on behalf of MassMutual, MML Investors Services, LLC.
