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Roy Perez

Senior Vice President at Coastal Wealth a Massmutual Firm at Coastal Wealth

  • LinkedIn

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financia...

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COASTAL WEALTH

COASTAL WEALTH

  • description Description
    At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to h...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Coastal Wealth Org Chart and Mapping

Maria Bueno

Executive Assistant to CEO

Employees

David Auvil

Financial Representative

Robert Magley

Financial Services Representative

Lutcf Edward Weil

Financial Services Representative

Arik Kovack

Financial Services Professional

Patrícia Medici

Financial Services Professional at Coastal Wealth, a Massmutual Firm

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