Certified financial planners provide financial planning for families and individuals in Boca Raton, Delray Beach, Highland Beach, Boynton Beach, West Palm Beach, Palm Beach, Palm Beach Gardens, Plantation, Fort Lauderdale, Coral Springs, Weston, Cooper City, and Parkland. Services include retirement planning, investment management, wealth management, estate planning, business succession, and business exit planning. A fiduciary financial planner and divorce financial advisor can also provide guidance for specific financial needs, with each plan tailored to individual goals and timelines.
Company Overview
- Company Name
- Intercoastal Wealth Planning
- Operating since
- 2021
- Registered in
- USA
- Ownership
- Other
- No. of Employees
- 51-100
- Scale of Operation
- Small - Turnover < US$ 5 Million
- Exporter
- No
- Importer
- No
Business Details
- Products/ Services
- certified financial planner, financial advisor, estate planning, business succession, business exit planning, wealth management, investment management
- Customers
- Individuals, families, business owners, executives, and high-net-worth clients
- Certifications
- Certified Financial Planner (CFP)
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Address & Location
- Contact Person
- Mr Business Manager, Authorized
- Address
- 1200 North Federal Highway Suite 300 Boca Raton FL 33432
- City
- Boca Raton
- State
- Florida
- Country
- USA
Communication
- Telephone
- 1 5612107339
Created on: 09/26/2026
Last updated on: 09/26/2026