Luis R. Da Costa CFP®has been dedicated to helping people create and preserve wealth since 2001. The key to his success is the personalized approach he takes to assisting clients with selecting financial and insurance products to suit their individual needs. Each area of a financial plan is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
Luis is well qualified to help his clients. After obtaining a B.A. in Mathematics from Rutgers University, he went on to earn the advanced designation of a CERTIFIED FINANCIAL PLANNERTM professional-a credential that only a small percentage of financial advisors hold. Working with a planner who has the CFP® certification gives my clients an extra level of comfort. To obtain the CFP® certification, Luis attended a rigorous academic program at Fairleigh Dickinson University and passed a comprehensive exam. He maintains this designation through a program of continuing education and an adherence to a strict code of ethics.
As a result of the outstanding advice and service he provides, Luis has built a loyal following of clients. His practice continues to flourish thanks to clients recommending him to friends, family members and business associates.
His services focus on 3 key areas:
Retirement Planning - to help clients identify what they want and what they need, develop an appropriate plan, implement it, and review and revise the plan as retirement approaches.
Business Succession Planning - to create a clearly defined plan that puts goals, priorities and strategies in place to help clients address the smooth and orderly continuation of their business, no matter what its size and structure.
Estate Planning - to assist clients in planning the transfer of assets to family members or charities, while managing probate and other estate settlement fees.
Using the vast resources of LPL Financial, Luis develops a comprehensive and understandable plan that acts as a road map to guide his clients toward their financial goals. He simplifies complex concepts; building relationships with clients to work toward the financial needs they have today while planning for tomorrow’s dreams.