Coastal Wealth Management / Raymond P Fornino

Ray@InvestmentsAndInsuranceGroup.com

(305) 663-0400

Raymond Paul Fornino, Branch Manager / Financial Advisor graduated the University of Miami in 1984 where he earned his Bachelor of Science in Business Administration and majored in Finance.

Raymond began his career as a Financial Advisor in the investment and insurance business in 1984. In 2013 following a distinguished 28 year career at AXA Advisors, Raymond founded a full service financial firm, Coastal Wealth Management and Insurance with Cambridge Investment Research as his Broker Dealer giving access to clearing and custodial services through  Fidelity's Institutional Wealth Service.

Raymond is licensed to serve clients in Florida, New York, California, Georgia, Washington DC, Deleware, Kentucky, South Carolina and North Carolina. He holds Florida Life, Variable Annuity & Health License (215), General Securities Representative (series 7), Uniform Securities Agent State Law (series 63) and Uniform Investment Adviser Law (series 65).

Raymond specializes in Estate Planning, Retirement Planning, Wealth Management, Asset Preservation, Investments and Insurance using strategies which focus on minimizing fees and protecting investor's principal.