Senior Partner, Financial Planning & Wealth Management

Jared Morgenstern

Jared Morgenstern has been in the financial services industry since 2004; he has experience is all areas of the industry. Jared helps his clients plan for the future. He actively expands his network of clients to include families and business professionals.

  Jared started working in the industry at MetLife and worked there until the company’s transition to MassMutual’s Coastal Wealth. In 2017, Jared was the Holistic Advisor of the Year for Coastal Wealth, which is achieving success in all areas of the financial services industry. In 2018 and 2019, Jared was the Financial Planner of the Year.   Jared graduated from the University of Miami (FL) in 2003 with a Bachelor’s degree in Marketing and a minor degree in Motion Pictures. He is originally from West Hartford, Connecticut and still has family in Connecticut as well as New York. Jared has lived in South Florida since 2000 and currently lives in Boca Raton with his wife Lauren, daughter Ayel and son Avi.   Jared will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances. When Jared is not helping his clients, he is usually exercising and focusing on a healthy lifestyle with his family.