Picture of Eileen Cioe

    Eileen Cioe

    CFP®, CFS®, CLTC

    Connect
    Coastal Wealth - Main Office
    2400 E Commercial Boulevard Suite 1100 Fort Lauderdale, FL 33308-4044
    Get directions

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

    About Eileen

    PERSONAL

    • Resident of Florida since 1985 and of Hillsboro Beach, FL since 1999
    • Family: Husband Marcelino, and three sons, two daughters and three grandsons
    • Hobbies: Being a Soccer Mom, reading, traveling and cooking
    • Education: Bryant University, Rhode Island – B.S. Memphis University, Tennessee – M.A. in Sociology and Economics

    ORGANIZATIONS

    • Million Dollar Round Table (MDRT)
    • Past Member of the MetLife Securities Inner Circle
    • Women in Insurance – Circle of Excellence Award
    • BNI –Broward County – past President – 2 years
    • Previous President – ABWA – 2 years

    PRODUCTS AND SERVICES

    Individuals and Family

    • Fixed & Variable Annuities
    • Charitable Giving Strategies**
    • Income Protection Planning
    • Estate Conservation Strategies**
    • IRA Consolidation/Rollovers
    • Long-Term Care Insurance
    • Life Insurance
    • Investment Strategies
    • Wealth Management Strategies

    Business

    • Business Continuation / Exit Strategies
    • Golden Executive Bonus Arrangement
    • Lump Sum Pension Distribution
    • Pension Payout Alternatives
    • Pension Transfer/Rollovers
    • Full Service Brokerage
    • Mutual Funds
    • Tax Sheltered Annuities, 403(b) Plans
    • Business Insurance
    • Group Benefits (health, 401(k), simple pension etc.)

    QUALIFICATIONS

    • Licensed to sell Life & Health Insurance and Variable Annuities in Florida, Georgia, Hawaii, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas & Virginia
    • Registered to offer securities products in California, Delaware, Florida, Georgia, Hawaii, Illinois, Kansas, Maryland, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia & Washington
    • Obtained the Certified Financial PlannerTM, professional certification along with the Certified Fund Specialist and Certified Long Term Care Designations
    • Ten (10) time Conference Qualifier

    BUSINESS PHILOSOPHY

    My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

     

     

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies
    • LGBT
    • Special Care

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Eileen Cioe CFP®, CFS®, CLTC is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 2400 E Commercial Boulevard, Suite 1100, Fort Lauderdale, FL 33308-4044, Tel: (954) 331-5100

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Florida, Georgia, Hawaii, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    California, Delaware, Florida, Hawaii, Georgia, Illinois, Kansas, Maryland, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, South Carolina, Virginia, Washington

    Eileen Cioe CFP®, CFS®, CLTC, Fort Lauderdale, FL

    You Have a Vision
    for Your Future.

    Our Financial Professionals can help you turn it into reality. Discover the benefits of working with us, and find out how we can help.

    Still not sure what you need?

    Select a Goal and We'll Help You Get There

    Close