Chris Pitera, Financial Planner, Coastal Wealth, a MassMutual Firm

Chris Pitera, Financial Planner, Coastal Wealth, a MassMutual Firm . 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 their current needs, an

d more importantly, their future needs. Investment products include but limited to the following: Financial Planning, Portfolio Management, Pension and 401(k) planning, Retirement Income Planning, Business Succession Planning, Life Insurance, Disability Insurance and Long Term Care Insurance,

Licensing: https://www.chrispitera.com/License.

While it’s tough to think about, life insurance helps to ensure your family’s financial needs will be met if something s...
09/30/2025

While it’s tough to think about, life insurance helps to ensure your family’s financial needs will be met if something should happen to you. Set up time with me and we’ll discuss your options.

Wondering how the new tax bill will affect your daily and long-term finances? You’re not alone. Set up time to meet with...
09/24/2025

Wondering how the new tax bill will affect your daily and long-term finances? You’re not alone. Set up time to meet with me and we’ll work on a plan. Read to learn more: https://bit.ly/46CkPc2.

Certain annuities can protect their value during market volatility. Contact me to learn about keeping your annuity on tr...
09/05/2025

Certain annuities can protect their value during market volatility. Contact me to learn about keeping your annuity on track and working for you.

Working with a financial professional can help you get support and guidance as you prepare for retirement and make long-...
08/27/2025

Working with a financial professional can help you get support and guidance as you prepare for retirement and make long-term financial decisions. Reach out to set up a meeting.

If you feel financially strained, you’re not alone. I can support you with a tailored plan to help lessen the tension an...
08/20/2025

If you feel financially strained, you’re not alone. I can support you with a tailored plan to help lessen the tension and set up a more stable future. Talk with me to learn more.

Let’s talk about how to both protect and grow your nest egg with the option of guaranteed income for life.
08/08/2025

Let’s talk about how to both protect and grow your nest egg with the option of guaranteed income for life.

Over 40% of women report they do not feel financially confident, according to the 2025 MassMutual Women’s Financial Conf...
07/23/2025

Over 40% of women report they do not feel financially confident, according to the 2025 MassMutual Women’s Financial Confidence Study. Meet with me to build up your financial confidence, ask questions, plan, and work through these helpful steps.
https://bit.ly/3H4sTcO

There are many factors of the market that can impact your retirement plans. Let’s get together and go over your portfoli...
07/11/2025

There are many factors of the market that can impact your retirement plans. Let’s get together and go over your portfolio to ensure that your retirement plans are on stable ground.

Address

8151 Peters Road, Suite 1700
Plantation, FL
33324

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 4pm

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