Chad Tourin

President @Coastal Wealth

Fort Lauderdale, FL, US
EMAILS
c••••••@mycoastalwealth.com
MOBILE NUMBERS
+19•••••••33

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WORK HISTORY

Oct 2018 — Present

President @Coastal Wealth

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Fort Lauderdale, FL, US

Our team develops personalized solutions focused on the complex needs of high net worth individuals, families, trusts, foundations and businesses. My experience includes asset protection planning, estate planning, buy-sell planning, retirement and investment planning, exit planning, executive benefits, legacy planning, and premium financing.Chad Tourin is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies Corporate Drive, Suite 700, Fort Lauderdale, FL 93•••00.I am licensed to sell insurance in AZ, CO, DE, FL, GA, MA, MD, NC, NJ, NY, OH, OR, SC, TN, WA and securities in CO, DC, DE, FL, GA, NC, ND, NY, OH. I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC. or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates.*Not practicing as a J.D. or CPA for Mass Mutual or any subsidiaries or affiliates thereof. AZ License #12••••32 CA Insurance License # 0K54749 I

EDUCATION

2010 — 2013

Florida International University - College of Law

J.D., Law

2002 — 2007

University of Florida - Warrington College Of Business

Bachelors, Accounting

2002 — 2007

University of Florida - Warrington College Of Business

Master, Accounting

SKILLS

AuditingPartnership TaxationCorporate TaxWestlawEstate Tax PlanningTax PreparationCpaBankruptcyCorporate LawSec FilingsTrustsLegal ResearchLitigation SupportIncome TaxManagement ConsultingClient DevelopmentConsultingTax LawTax ReturnsFinancial AnalysisTaxLegal WritingAccountingFinancial ReportingSalesBusiness Development

ABOUT CHAD TOURIN

Chad Tourin is the founder and CEO of KINNECT Financial. Breaking free from traditional transactional planning, KINNECT Financial strives to Kinnect all individual strategies and professional advisors with their clients’ ultimate vision. This integrated and unified framework, combined with KINNECT’S emphasis on relationships and collaboration, is designed to help optimize wealth for individuals and businesses throughout their financial journey.

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