Oti Gonzalez
Financial Services Professional @Coastal Wealth
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WORK HISTORY
Financial Services Professional @Coastal Wealth
Provide comprehensive financial planning (including college savings, retirement strategies, estate planning and more) with my team. Specialize in meeting the unique needs of business owners to: • Identify the right financial solutions.• Provide financial peace-of-mind through planning. • Support the employees by sitting one on one to discuss plans.
ABOUT OTI GONZALEZ
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.Whether your goals include preparing for milestone life events like retirement or college, protecting your family’s future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and
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