The Team

Pio Costa & Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Anthony Pio Costa IV

Anthony Pio Costa IV

Private Wealth Advisor

More about me...

Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Education

BS Accounting, Finance, Fairfield University, Fairfield, CT
CA Insurance #0M79888

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Joanna Jervis

Joanna Jervis

Financial Advisor

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Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Women's Financial Strategies

Education

Bachelors of Arts, Art & General Studies, William Paterson Univerisity, Wayne NJ

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Nikolas Butkov

Nikolas Butkov

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

College for Financial Planning, CRPC 2008

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Frank Jaffe

Frank Jaffe

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

Education

Excelsior College, Bachelor of Science, Liberal Studies, 1983-1987.

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Michelle Russotto

Michelle Russotto

Financial Advisor

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Top Areas of Focus

  • Saving for Education
  • Investments
  • Cash Flow Management Strategies

Education

BS. Bachelor of Science Degree, Business Administration, Ramapo College of New Jersey

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Peter Leist

Peter Leist

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
CA Insurance #0G41426

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Our Staff

James Kahrar

James Kahrar

Investment Specialist

Oscar Osores

Oscar Osores

Intern

Adam Rehim

Adam Rehim

Marketing Specialist

Ashley Van Tassel

Operations Manager