Javid Mortazavi
Title: Financial Services Executive
jmortazavi@financialguide.com
Office: (305) 799-1478
Focus: Insurance Strategies, Retirement Income Strategies, Investment Strategies, Charitable Giving, Business Succession Strategies, Risk Management Strategies, Estate Conservation Strategies, Financial Education, Business Owners, College Funding Strategies, Group Benefits, Military
Languages: English
ACCOMPLISHMENTS:
Member of Million Dollar Round Table (MDRT)
Rookie Agent of the Year Mass Mutual DBS/South Florida Firm, 2012
Leaders Conference Qualifier 2012, 2013, 2014, 2017, 2018
Managing Associate
Co-Founder Teacher’s Choice Benefits (TCB)
Florida Retirement System (FRS) Specialist
Making Strides Against Breast Cancer Small Business Committee Chair 2018, 2019, 2020
American Cancer Society Real Men Wear Pink Member 2017, 2018, 2019
March of Dimes Family Team Committee Lead 2014, 2015, 2016
EXPERIENCE:
Over 12 years of Experience in Financial Services Industry
I am a Financial Services Representative and Regional Field Director of Coastal Wealth, a MassMutual Firm. I Lead one of the largest financial services firms in Florida. I serve my team of financial professionals and my clients by empowering them with the tools needed to help attain financial goals. My team takes a holistic approach into each strategy, which ensures no surprises.
I educate clients on the significance of building a foundation. I am committed to the excellence of my clients. With over 12 years of experience in the insurance and financial services industry, I specialize in pension systems, college planning, estate planning, and seeking to help business owners reduce and mitigate taxes through group and executive benefits.
EDUCATION & CREDENTIALS
I have a Master of Business Administration Degree (MBA) from Nova Southeastern University in Fort Lauderdale, FL. I earned my Bachelor of Arts in Management Information Systems from Florida International University in Miami, FL and my Associates in Arts in Education from Miami Dade College. I am a FINRA Series 6 securities registered representative and has his Life and Health Insurance License. I speak to audiences on topics of savings and protection planning. I provide benefits workshops for business and schools throughout Florida. I also have provided college planning workshops and seminars for parents throughout Florida assisting them with their concerns regarding paying for children’s school. I have spoken to many Physician Residency programs and Medical Professional Organizations at events about starting to plan ahead and being prepared.
I recognize the importance of serving others. I volunteer my time mentoring and coaching youth athletes in football and soccer in optimist clubs in Miami, FL (Tamiami, West Kendall, Hammocks, Kendall Boys and Girls Club). For over 10 years I have been a volunteer emcee for school events throughout Miami Dade, Broward, Palm Beach and Orange County Public Schools. I have spent countless hours at schools in Miami-Dade assisting whether with my time (setting up gardens, challenges for students, handing out pizza and much more), or financially providing donations to Principal Special Purpose Funds so that schools may invest the funds in the programs needed. I take my time to read to students in schools and speak at events to motivate students and teach them about character. I have been on the EESAC Committee for several schools in Miami-Dade County Public Schools over 10 years plus. I have also served as Committee Chair with March of Dimes and Making Strides Against Breast Cancer.
INTERESTS:
Professionally, I enjoy networking with business professionals and helping others grow. My clients’ best interest is always at the forefront of any decisions we make in implementing services. I have an interest in coaching and mentoring which led me to my professional accomplishment of Regional Field Director at Coastal Wealth. I want to continue to build my practice organically and help others along the way. I am determined to build a better life for my family and that of my clients.
What drives me is my family. My wife Vivian is an amazing Art Teacher in Miami Dade and has accomplished many things in her career. My 2 kids are the reason why I have always wanted to succeed and providing a better life and future for them.
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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.
