Renee Caputi CLU, ChFC

Director of Advanced Markets for Coastal Wealth

Domicile State: Fl

 

 

Renee Caputi is the Director of Advanced Markets for Coastal Wealth, a MassMutual firm.

Highly educated and accomplished, Caputi brings three decades of experience and leadership in estate, financial, and tax planning to her role at Coastal Wealth, where she strives to always add value and personally contribute to the growth and success of the firm and its financial professionals, while serving clients with  objective guidance.

 

A native of Buffalo, New York, she joined the firm as a result of Coastal Wealth's CEO Jeremy Straub’s planning and vision for the firm. She holds a Business Finance degree from State University of New York College at Fredonia.  Caputi graduated Magna Cum Laude with an LLM in International Taxation, Wealth Management & Private Banking from the Thomas Jefferson School of Law, and also holds a Juris Doctorate from the State University of New York at Buffalo as well as an MBA from Queens University of Charlotte.

 

She has taught:  Investments, Accounting, Economics, Retirement Planning, Tax Planning, Risk Management, Estate Planning, Employee Benefits, Federal Taxation, and Management Policies, both at the college level and to peers. She has also earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) cerifications.

 

Caputi supports the United Way of Broward County and the Children's Diagnostic & Treatment Center. In her free time, she enjoys traveling, skiing and reading.

Registered representatives do not provide tax and /or legal advice.  Clients should confer with their qualified legal, tax and accounting advisors as appropriate.