My Team

Michael J. Sousou, CLU®, ChFC®, LUTCF

Financial Planner 

Special Care Planner

 

As a Financial Planner , I have the knowledge needed to assist clients with their  financial plans, while helping them meet their long term financial goals. Drawing on my  knowledge, experience, and world class planning tools, I am able to help my clients build  financial freedom and create a unique retirement roadmap. I have access to a wide variety of  financial services' professionals, including insurance, investment, business, trust, and other  specialists. I will work closely with you and your own advisors, such as your attorney or  accountant with one set of goals in mind - yours.

 


Suzy Sousou

Assistant

Suzy has been assisting Mike in his Financial Planning practice for the past 7 years.  She is dedicated to exceeding clients' expectations.  Her goal is to provide you with exceptional service and timely communication.  Suzy manages client inquiries, ensures account service is handled in a timely manner, and maintains consistent communication with clients.  With Suzy managing your client experience, we are confident it  will be a positive one. 

 

Jeffrey Cabral, MM, ATFA Wealth Strategist

 

Jeff's role as a wealth strategist is to partner with me and to be able to offer a range of personalized, goals-based strategies to meet the often-complex asset management, estate planning, and wealth transition needs of high net worth clients and their families. We uncover client objectives to have a clear understanding of unique and personal goals, to craft a customized strategy. We use a range of sophisticated solutions to help grow, protect, and ultimately transition client wealth so that the needs of their family and beneficiaries can be supported for generations.

 

Michele Friedlander , RHU, REBC

Michele Friedlander | Wealth Solutions ...

Michele brings over 30 years of experience in the disability income insurance arena to the Coastal Wealth Group team. She specializes in developing income protection strategies for individuals, businesses and employee benefits for both individuals and groups.  In addition, she is a Long Term Care Specialist for the last 10 years, and is a certified CE Instructor.

Michele is a graduate of the University of Miami. She has earned the Registered Health Underwriter (RHU®) and Registered Employee Benefits Consultant (REBC) designations. Michele was President of National Association of Insurance and Financial Services Broward Chapter in 2019 and 2020, and past president of the Women in Insurance and Financial Services of South Florida.

 

Marcia Dryjowicz, CLU, ChFC - Planning Solutions Group

Planning Solutions Group, a Division of ...