President
Current
Beacon Wealth Team
Aug 2006 - Present
AeroLeads people directory · profile
John Kostic, Cfp® Email & Phone Number
Business Owners ask TWO Questions - How Much is my Business Worth? How can it be WORTH MORE? We provide Business Owners the Solutions to those Questions.
at
Beacon Wealth Team
1 work email found
@helixwealthpartners.com
4 phones found area 949, 959, and 877
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Beacon Wealth Team
Role
Business Owners ask TWO Questions - How Much is my Business Worth? How can it be WORTH MORE? We provide Business Owners the Solutions to those Questions.
Location
Newport Beach, California, United States
Who is John Kostic, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
John Kostic, Cfp® is listed as Business Owners ask TWO Questions - How Much is my Business Worth? How can it be WORTH MORE? We provide Business Owners the Solutions to those Questions. at Beacon Wealth Team, based in Newport Beach, California, United States. AeroLeads shows a work email signal at helixwealthpartners.com, phone signal with area code 949, 959, 877, and a matched LinkedIn profile for John Kostic, Cfp®.
John Kostic, Cfp® previously worked as President at Beacon Wealth Team and President at J Kostic Insurance Services, Inc. Dba Beacon Wealth Team. John Kostic, Cfp® studied at University Of Delaware.
Company email context
Email format at Beacon Wealth Team
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*@helixwealthpartners.com
68% confidence
AeroLeads found 1 current-domain work email signal for John Kostic, Cfp®. Compare company email patterns before reaching out.
Profile bio
About John Kostic, Cfp®
John Kostic, Cfp® is a Business Owners ask TWO Questions - How Much is my Business Worth? How can it be WORTH MORE? We provide Business Owners the Solutions to those Questions. at Beacon Wealth Team. They possess expertise in alternative investments, estate planning, financial advisory, series 63, financial planners and 32 more skills. Colleagues describe them as "We have had the pleasure to work with John on more than a few occassions. First he was a client of ours, now we are life long clients of his. John is trustworthy, honest and a heck of a nice guy who handles his clients with respect and always follows through on what he says. John is definitely a good business partner and associate to have."
Listed skills include Alternative Investments, Estate Planning, Financial Advisory, Series 63, and 33 others.
Current workplace
John Kostic, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Beacon Wealth Team
7 roles · 24 years
John Kostic, Cfp® work experience
A career timeline built from the work history available for this profile.
President
Current
J Kostic Insurance Services, Inc. Dba Beacon Wealth Team
2003 - Present
~23 yrs 6 mos
Owner
Helix Wealth Partners Inc
Established and managed self-owned HNW boutique wealth planning firm.* Prospected for and networked with legal and accounting firms.* Effectively advised client base with net worth of $10 million to $30 million.
Jan 2003 - Oct 2021
Certified Financial Planner
F500 Advisory Services, Inc.
Wealth Management expertise for the owners of family run business and retirees.
Apr 2013 - Apr 2017
Managing Director
Created and implemented complex tax strategies for high net-worth families.* Partnered with accounting, trust company, and law firms to provide education on advanced estate planning topics.* Achieved $1.5 million+ in fees and commissions for Ashton Group in 2002.* Ranked as 12th largest revenue generator out of 1,600 for FSC Securities.
Jan 1998 - Jan 2003
Aviation Officer
Military United States Army National Guard - Los Alamitos
Rank of CaptainCompany Commander, Battalion Intelligence and Flight Operations Officer
Jan 1987 - Jan 2000
Financial Consultant
Cigna Financial Advisors
Promoted sales of insurance products.* Communicated financial planning strategies with wealthy families and smallbusinesses.* Developed and executed comprehensive financial plans.* Generated significant revenues through investment management fees.* Recognized for ranking in top 10% of revenue earners nationwide with President'sClub in 1995 and 1996.
Jan 1990 - Jan 1998
1 education record
John Kostic, Cfp® education
-
University Of Delaware
FAQ
Frequently asked questions about John Kostic, Cfp®
Quick answers generated from the profile data available on this page.
What company does John Kostic, Cfp® work for?
John Kostic, Cfp® works for Beacon Wealth Team.
What is John Kostic, Cfp®'s role at Beacon Wealth Team?
John Kostic, Cfp® is listed as Business Owners ask TWO Questions - How Much is my Business Worth? How can it be WORTH MORE? We provide Business Owners the Solutions to those Questions. at Beacon Wealth Team.
What is John Kostic, Cfp®'s email address?
AeroLeads has found 1 work email signal at @helixwealthpartners.com for John Kostic, Cfp® at Beacon Wealth Team.
What is John Kostic, Cfp®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 949, 959, 877 for John Kostic, Cfp® at Beacon Wealth Team.
Where is John Kostic, Cfp® based?
John Kostic, Cfp® is based in Newport Beach, California, United States while working with Beacon Wealth Team.
What companies has John Kostic, Cfp® worked for?
John Kostic, Cfp® has worked for Beacon Wealth Team, J Kostic Insurance Services, Inc. Dba Beacon Wealth Team, Helix Wealth Partners Inc, F500 Advisory Services, Inc., and Ashton Group.
How can I contact John Kostic, Cfp®?
You can use AeroLeads to view verified contact signals for John Kostic, Cfp® at Beacon Wealth Team, including work email, phone, and LinkedIn data when available.
What schools did John Kostic, Cfp® attend?
John Kostic, Cfp® studied at University Of Delaware.
What skills is John Kostic, Cfp® known for?
John Kostic, Cfp® is listed with skills including Alternative Investments, Estate Planning, Financial Advisory, Series 63, Financial Planners, Fixed Annuities, Insurance, and Retirement Planning.
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