Justin Massey
Financial Planner at
Coastal Wealth
Years of Experience
8 years
Number of Clients
60
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I feel strongly on the importance of communication and the impact it has on a financial planning relationship. - I aim to always provide a prompt response (evenings and weekends included) when I can. - I am pleasantly persistent, especially when it comes to your planning goals/objectives - If I don't have the correct answer at the current time, I will let you know & go find it for you.
Clientele
Services Provided
Advice-Only Financial Planning
Investment Management
Retirement Planning
Financial Planning
Specialties and Expertise
Credentials and Designations
Series 7 - General Securities Representative Exam
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Series 65 - Uniform Investment Adviser Law Exam
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Series 63 - Uniform Securities State Law Examination
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Pricing Models
Education
Florida Atlantic University (Boca Raton)
Bachelor of Business Management
Obtained in 2018
Advisor Links
Disclosures and Proof of License
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