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.

Close

Pio Costa & Associates
Pio Costa & Associates

View Larger

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

VISIT MY WEBSITE

Frank Jaffe

Frank Jaffe

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

Education

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

VISIT MY WEBSITE

Nikolas Butkov

Nikolas Butkov

Financial Advisor

More about me...

Designations

CRPC®, APMA®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

College for Financial Planning, CRPC 2008

VISIT MY WEBSITE

Joanna Jervis

Joanna Jervis

Financial Advisor

More about me...

Top Areas of Focus

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

Education

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

VISIT MY WEBSITE

Peter Leist

Peter Leist

Financial Advisor

More about me...

Top Areas of Focus

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

VISIT MY WEBSITE

Daniel Vidovich

Daniel Vidovich

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

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

VISIT MY WEBSITE

Michelle Russotto

Michelle Russotto

Financial Advisor

More about me...

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

VISIT MY WEBSITE

Our Staff

Ashley Van Tassel

Operations Manager

More about me...
Adam Rehim

Adam Rehim

Marketing Specialist

More about me...
Oscar Osores

Oscar Osores

Financial Planning Specialist

More about me...