The Team

Pio Costa & Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

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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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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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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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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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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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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Our Staff

Ashley Van Tassel

Ashley Van Tassel

Client Service Manager

Adam Rehim

Adam Rehim

Marketing Specialist

Oscar Osores

Oscar Osores

Intern

James Kahrar

James Kahrar

Investment Specialist