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 suitable 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 objective.
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 PLANNER ™ professional. Working with a planner who has the CFP® certification lets my clients know I have additional education in financial planning. 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 comprehensive advice and service he aims to provide, 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 with the objective to help clients ensure 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 towards the financial needs they have today while planning for tomorrow’s dreams.
*This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.