Romi Wallach
Business Development Representative

As a Financial Advisor, I listen to my clients to identify their financial goals and assist in creating strategies to achieve their long-term and short-term objectives. I love the work that I do.  I genuinely care about people so deeply and strive to find solutions and plans that have great outcomes for them and their families.

I’m grateful that Coastal Wealth is a place where I can combine my passion for philanthropy with my work. As a member of CAPS (College Action Planning Solutions), we host free college planning workshops for high schools, sports organizations, student clubs, Parent Teacher Associations, and other nonprofit organizations, donating back to the organization for each family that attends. 

Among my philanthropic and community leadership endeavors, I am a member of the Junior League, the Joe DiMaggio Planned Giving Committee, as well as Head of Fundraising, Core Committee Member, Mentor, and Participant for the Crossing for Cystic Fibrosis- we’ll be paddle boarding from Bimini to Lake Worth to raise awareness and funds!