Jamie B. Ostrander

WealthCoach™

CREDENTIALS

Florida Insurance License 2-15

CAREER HIGHLIGHTS

FirstWave Financial™

Works with clients to bring simplification and clarity to their financial lives; helping them to achieve the life they dream about

Seacoast Wealth Management

Vice President and Financial Advisor
Provided investment and financial planning solutions to clients in Brevard and Volusia County

Cape Wealth Management

Owner and Advisor
Developed and delivered asset allocation models, retirement planning analysis, and small business retirement plans

EDUCATION

Taylor University, Upland, Indiana: BA
Melbourne Central Catholic High School alumnus, Melbourne, FL

CIVIC

Director – Brevard County Habitat For Humanity
Director – Coastal Conservation Association Space Coast
Volunteer/Coach – Special Olympics

RECENT POSTS

Stage 2 of Your Financial Life: Middle Adulthood

By FirstWave Financial Life is a marathon, not a sprint. Through your effort and hard work you are succeeding at your job, your kids are...

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Stage 3 of Your Financial Life: Peak Earning Years

By FirstWave Financial Your WealthPlan™ is about to get a double bonus. At this stage of wealth it is not uncommon to have twenty to thirty years...

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Stage 4 of Your Financial Life: Financial Independence

By FirstWave Financial Experience the Four Freedoms! Financial independence is the ability to live from the income of your own personal resources. – Jim Rohn This...

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Nurturing Your Optimism

By FirstWave Financial Not long ago we began using Your WealthConfidence Scorecard to increase awareness of the eight mindsets that contribute to improved WealthConfidence. These mindsets are...

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Video: FirstWave drop-in “Set Your Sail”

FirstWave Financial WealthCoach Jamie B. Ostrander is “dropping in” to discuss adjusting our sails and focusing our energy towards what is within our control....

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