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Michael Costa, Private Wealth Advisor serving the Woburn, MA area - Ameriprise Advisors

Michael Costa

CFP®, CRPC, APMA

Private Wealth Advisor

Tritle, Costa & Associates
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 33 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Cash Flow Management Strategies
  • Insurance
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC(R) Chartered Retirement Planning Counselor
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • B.S., Economics and Finance - Bentley College, 2002

Community participation

    Pro Bono Financial Planner for Cancer at Family Reach Foundation (Boston, MA)

Interests

  • Time with my wife, young kids, nieces & nephews and church community (Winchester, MA)
  • Serving families impacted by cancer through the Family Reach Organization (Boston, MA)
  • I love reading and make a point to read every book recommended or gifted to me