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Jacqueline Grellinger

Financial Services Representative at Coastal Wealth, a MassMutual firm

Jacqueline Grellinger is an Experienced Financial Services Representative at Coastal Wealth, a premier firm providing Financial Protection Strategies and Wealth Management solutions to Individual and Business Clients.

With a background in the Certified Financial Planner Program from Florida Atlantic University and a BA in International Business Management from Franklin University Switzerland, Jacqueline possesses a strong educational foundation in finance and business.

She specializes in Financial Needs Analysis, Business Succession Planning, Retirement Planning, and Estate Planning Strategies, offering guidance to clients and analyzing their financial data to tailor personalized solutions.

In her role at Coastal Wealth, Jacqueline coordinates teleconference calls, maintains records and files, builds and sustains relationships with clients, and delivers informative presentations to help them achieve their financial goals.

Previously, Jacqueline has held positions at other prestigious firms like AXA Advisors, Nestler Poletto Sotheby's International Realty, Coldwell Banker Residential Real Estate Inc., Arvida, and Prudential, expanding her expertise and network in the financial and real estate sectors.

To learn more about Jacqueline Grellinger and her services, visit www.mycoastalwealth.com/licensing.

Jacqueline Grellinger
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Location

Boca Raton, Florida