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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

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 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.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck