The Team

Pio Costa & Associates
It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

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Pio Costa & Associates
Pio Costa & Associates

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Our Advisors

Anthony Pio Costa IV

Anthony Pio Costa IV

Private Wealth Advisor

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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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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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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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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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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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Daniel Vidovich

Daniel Vidovich

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies

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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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Our Staff

Ashley Van Tassel

Operations Manager

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Adam Rehim

Adam Rehim

Marketing Specialist

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Oscar Osores

Oscar Osores

Intern

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