John Kostic, Cfp® work email
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John Kostic, Cfp® personal email
John Kostic, Cfp® phone numbers
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."
Beacon Wealth Team
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PresidentBeacon Wealth Team Aug 2006 - Present
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PresidentJ Kostic Insurance Services, Inc. Dba Beacon Wealth Team 2003 - Present
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OwnerHelix Wealth Partners Inc Jan 2003 - Oct 2021Established 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.
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Certified Financial PlannerF500 Advisory Services, Inc. Apr 2013 - Apr 2017Wealth Management expertise for the owners of family run business and retirees.
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Managing DirectorAshton Group Jan 1998 - Jan 2003UsCreated 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. -
Aviation OfficerMilitary United States Army National Guard - Los Alamitos Jan 1987 - Jan 2000Rank of CaptainCompany Commander, Battalion Intelligence and Flight Operations Officer
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Financial ConsultantCigna Financial Advisors Jan 1990 - Jan 1998Promoted 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.
John Kostic, Cfp® Skills
John Kostic, Cfp® Education Details
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University Of Delaware
Frequently Asked Questions about John Kostic, Cfp®
What company does John Kostic, Cfp® work for?
John Kostic, Cfp® works for Beacon Wealth Team
What is John Kostic, Cfp®'s role at the current company?
John Kostic, Cfp®'s current role is 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..
What is John Kostic, Cfp®'s email address?
John Kostic, Cfp®'s email address is jk****@****ers.com
What is John Kostic, Cfp®'s direct phone number?
John Kostic, Cfp®'s direct phone number is +194927*****
What schools did John Kostic, Cfp® attend?
John Kostic, Cfp® attended University Of Delaware.
What skills is John Kostic, Cfp® known for?
John Kostic, Cfp® has skills like Alternative Investments, Estate Planning, Financial Advisory, Series 63, Financial Planners, Fixed Annuities, Insurance, Retirement Planning, Financial Planning, Wealth Management Services, Tax, Iras.
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