Bashar Baraz, Financial Advisor, Coastal Wealth

Bashar Baraz, Financial Advisor, Coastal Wealth Consultative Planning, Wealth Management, Retirement Planning, Tax Planning strategies, Insurance and Estate strategies https://mycoastalwealth.com/licensing/

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 financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term

care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Address

2100 Ponce De Leon, Suite 600
Coral Gables, FL
33134

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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Our Vision

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 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 while avoiding catastrophic ones by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.