John Chanda
Investment Adviser Representative, Financial Planner at Coastal Wealth, a MassMutual Firm | North Palm Beach, Florida, United States
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John G. Chanda is a dedicated Investment Adviser Representative and Financial Planner at Coastal Wealth, a proud MassMutual Firm, where he leverages his extensive expertise to help clients achieve their financial goals through comprehensive planning and personalized investment strategies. With a strong foundation in finance, complemented by a Bachelor of Business Administration (BBA) from Hofstra University, John specializes in retirement planning, estate planning, and risk management, ensuring his clients are well-prepared for their financial futures.
In his current role, John actively manages a diverse portfolio of clients, providing tailored advice on asset allocation, 401(k) optimization, and long-term wealth accumulation. His expertise extends to insurance solutions, including life insurance, universal life, health insurance, and long-term care insurance, which are integral components of his holistic financial planning approach. John is also well-versed in securities and investment advisory services, offering strategic guidance on securities, mutual funds, and other investment vehicles to help clients grow and protect their assets.
At Coastal Wealth, John is involved in key projects that focus on retirement readiness and estate preservation, working closely with clients to develop customized financial plans that align with their unique needs and risk tolerance. His commitment to ongoing education and industry best practices ensures he remains at the forefront of financial advisory services. Licensed to sell insurance in multiple states including Arkansas, Florida, New York, North Carolina, New Jersey, and Ohio, John is a trusted advisor dedicated to empowering clients with the knowledge and strategies necessary for financial security and success.
Investment Adviser Representative, Financial Planner at Coastal Wealth, a MassMutual Firm in August 2018 to Present
Investment Advisor at ProEquities, Inc. in June 2010 to August 2018
Agent at Bankers Life & Casualty Co in November 2007 to August 2014
Investment Advisor at UVEST Financial Services in November 2007 to June 2010
Investment Advisor at AG Edwards in February 2006 to November 2007
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Hofstra University, Bachelor of Business Administration (BBA), November 1989 to November 1992
University of Maryland, November 1987 to November 1989
Massapequa High School, November 1983 to November 1987
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Portfolio Management
Financial Planning
Investments
Finance
Retirement Planning
IRAs
Retirement
401k
Wealth Management
Estate Planning
Series 7
Mutual Funds
Management
Leadership
Customer Service
Insurance
Fixed Annuities
Long-term Care
Universal Life
Life Insurance
Health Insurance
Long Term Care Insurance
Term Life Insurance
Sales
Disability Insurance
Whole Life
Finra
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Discover more about Coastal Wealth, a MassMutual FirmWhat is John G Chanda email address?
Email John G Chanda at [email protected] and [email protected]. This email is the most updated John G Chanda's email found in 2026.
What is John G Chanda phone number?
John G Chanda phone number is 8153534811.
How to contact John G Chanda?
To contact John G Chanda send an email to [email protected] or [email protected]. If you want to call John G Chanda try calling on 8153534811. (updated on February 16, 2025)
What company does John Chanda work for?
John Chanda works for Coastal Wealth, a MassMutual Firm
What is John Chanda's role at Coastal Wealth, a MassMutual Firm?
John Chanda is Investment Adviser Representative, Financial Planner
What industry does John Chanda work in?
John Chanda works in the Financial Services industry.
John Chanda Email Addresses
John Chanda Phone Numbers
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