CORAL WEALTH MANAGEMENT Contact Us (305) 671 - 3914

CONNECT

Address:

5521 N. University Dr. Suite 103
Coral Springs, FL 33067

Phone:

(305) 671 - 3914 l Mobile: (305) 761 - 8886

Fax/Other:

(305) 671 - 3915

About Dennis Coral

REDEFINING THE CLIENT - ADVISOR RELATIONSHIP

 

 

Coral Wealth Management is redefining how Clients and their Advisors work together. We offer our expertise so that your investment strategy aligns with your needs and your unique vision for the future.

We believe everyone deserves to have a confident retirement. As Independent Advisors, we can focus on serving our clients' best interests and not the agenda of some large corporation. We do not have proprietary products, we do not have monthly sales quotas and we don't have any hidden fees. We represent no one else but you and your family. 

How do we do it? Simple. We listen more. We help you understand more. We reach out more. 

We strive to build relationships that are open, responsive, and inclusive.

We take the time to listen and understand your individual goals and objectives. We then build you a personalized and easily understandable retirement roadmap. 

Your financial success is about more than bar graphs & pie charts. It's about You

 

By focusing on your objectives, we seek to ensure our client relationships are among the most enduring.

It's about dedication

Our clients opt to work with us because they know the stakes are too high to accept anything other than investment excellence. Some have achieved some success managing their own money, but they recognize that expert guidance will bring new possibilities within reach. Others have come to the realization that their current advisor isn't truly focused on their unique goals.

And while our clients come to us for many reasons, they stay with us because we offer personalized, service-driven wealth management unlike anything they've experienced before.

It's about unbiased advice

We're a firm that seeks to adhere to the highest fiduciary standards and provide our clients advice that is truly unbiased. We accept no incentives that might cloud our judgment or sway our allegiance.

It's about communication

We conduct extensive research to inform our financial strategies, but that's not enough. You should know what's in your portfolio and why. From our conversations with you to our reporting, we communicate in a way that is simple, streamlined, and easy to understand.

It's about having the right tools

As part of our best-in-class service, you also receive a personal and secure online financial dashboard where all their data is consolidated in a way that paints a clear picture of their finances in real time. This personal financial tool helps clients get organized, budget, keep track of their progress and run “what-if” scenarios with their savings and assets.

It's about looking at the big picture

We believe and practice a holistic approach of Financial Planning and Investment Management. We look at your total financial picture, not just your investment portfolio. We want to understand your individual goals and objectives. The benefit of working with us is our ability to provide clear and easily understandable explanations of financial products and services.

It's in writing

We provide you with a written and personalize retirement and investment roadmap that is tailor to meet your individual goals and objectives.

About Our Founder:

Dennis Coral is the Founder and Managing Director of Coral Wealth Management, LLC. His vision for starting this firm was to deliver a personalized approach to investment strategies and wealth management solutions typically available to those in the highest levels of wealth.

Dennis is an award-winning industry professional with nearly 17 years of experience in the financial services industry. Before founding Coral Wealth Management, Dennis was Vice President at the Private Wealth division of SunTrust Bank. There, he specialized in helping business owners and high net worth families make the transition from full-time work into retirement. 

Dennis began his career as an Associate at Morgan Stanley. During his more than 10-year tenure, he rose through the ranks and became one of the firm's youngest vice presidents in the state of Florida.

In his role as Wealth Advisor, Dennis has found a sense of professional purpose. He gains satisfaction from supporting clients and their families during critical transitions in their life. His extensive Investment and Banking experience gives him a unique and broad perspective when working with existing and potential clients.

Dennis has an undergraduate degree in Finance and International Business from Florida International University, where he went to earn his MBA. He is a Certified Wealth Strategist (CWS) and has the professional designations Series 7, 63, 65, 32 and Life, Health and Variable Annuity.

In addition to his professional accomplishments as Wealth Advisor, Dennis is a guest lecturer of Finance at Florida International University. He also serves on the Advisory Board at the Business School of Florida International University. He is a member of the President's Council at the Miami Children's Hospital Foundation. He is an active supporter of the March of Dimes, United Way of Miami Dade, American Red Cross, and the FIU Foundation.

In his free time, Dennis enjoys spending time with his 4-year-old son, traveling, cooking, reading and going to the beach. An avid runner, he competes three to four times a year on half marathons or sprint triathlons.

 

Click Here to Contact Us for a Free No Obligation Initial Consultation.

EXPERIENCE THE DIFFERENCE

 

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