Best Financial Advisors in Coconut Creek

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.8/5.0
Average Rating

Coconut Creek Financial Landscape

Coconut Creek boasts a growing economy with a focus on retail, healthcare, and technology. The city is part of the Miami metropolitan area, enhancing its economic opportunities.

Major industries
Retail, Healthcare, Technology
Population
56.8K (metro: 6.1M)
Median household income
$61,000
Unique needs
Coconut Creek requires tailored financial planning due to its diverse population and unique economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Coconut Creek's economy has seen a 3% growth rate, driven by retail and healthcare expansions.
Wealth Demographics
According to Census (2023), the median income in Coconut Creek is $61,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Coconut Creek are increasingly specializing in retirement and estate planning.
Local Considerations
Cost of Living
According to BLS (2024), Coconut Creek's cost of living is 10% higher than the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), the median home price in Coconut Creek has risen to $350,000, indicating a competitive market.
Business Environment
According to Fortune (2024), Coconut Creek's business climate is favorable, with incentives for small businesses and startups.

Top 5 Financial Advisors in Coconut Creek

Clark Financial Planning Services LLC
★ ★ ★ ★ ★ 5
Utopia Wealth Management, LLC
★ ★ ★ ★ ★ 5
Shutowick Wealth Management
★ ★ ★ ★ ★ 5
Kirsner Wealth Management (Stuart Estate Planning)
★ ★ ★ ★ ★ 5
Kanen Wealth Management, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Coconut Creek, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Coconut Creek-Specific Expertise
For Coconut Creek residents working in Retail, Healthcare, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Coconut Creek's tech and retail sectors face competition risks. Real estate prices are rising, indicating potential bubble risks. Prepare for hurricane impacts and diversify investments.

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