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Quentara E. Costa is listed as CFP® helping the "sandwich generation" prioritize kids, self, and aging parents. at POWWOW, LLC, a company with 1 employees, based in North Andover, Massachusetts, United States. AeroLeads shows a work email signal at powwowllc.com and a matched LinkedIn profile for Quentara E. Costa.
Quentara E. Costa previously worked as Owner at Powwow, Llc and Director of Financial Planning Services at The Farland Group (Presently Known As Alliance Private Wealth). Quentara E. Costa holds Masters, Personal Financial Planning from Bentley University - Mccallum Graduate School Of Business.
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For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is advice only planning, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. In 2019 she wrote the book "Transition Triggers" and hopes to create additional materials to further enhance her work.
Listed skills include Strategic Financial Planning, Investments, Wealth Management, Retirement Planning, and 6 others.
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North Andover, MA
Let's Powwow! Quentara helps clients spot opportunities, reduce risk, and manage goals. Making even small adjustments can amount to big changes that in turn affect your overall wealth and more importantly, peace of mind. Whether it's having a trusted advisor to confirm and critique existing choices, or needing guidance on a completely new venture, Powwow.
North Reading, MA
An independent personal wealth management company overseeing and coordinating the financial affairs of a select group of clients. TFG works closely with those clients to help simplify and streamline their financial lives.My primary role was to develop and administer the custom financial and estate plans created for clients. As the leader of the planning.
A national practice of experienced professionals specializing in multi-generational wealth management.Wells Fargo Family Wealth's integrated approach provides select families with customized financial and tax planning; asset strategy and investment management; trust and estate planning; and banking, credit and charitable services.
Boston, MA
Boston, MA
Activities and Societies: Republican Club, Judicial Board, Beta Alpha PsiGraduated Magna Cum Laude Minor in Business Law
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Quentara E. Costa works for POWWOW, LLC.
Quentara E. Costa is listed as CFP® helping the "sandwich generation" prioritize kids, self, and aging parents. at POWWOW, LLC.
AeroLeads has found 1 work email signal at @powwowllc.com for Quentara E. Costa at POWWOW, LLC.
Quentara E. Costa is based in North Andover, Massachusetts, United States while working with POWWOW, LLC.
Quentara E. Costa has worked for Powwow, Llc, The Farland Group (Presently Known As Alliance Private Wealth), Wells Fargo Family Wealth (Presently Known As Abbot Downing), Mintz Levin Financial Advisors (Presently Known As The Colony Group), and The Bollard Group, Llc.
You can use AeroLeads to view verified contact signals for Quentara E. Costa at POWWOW, LLC, including work email, phone, and LinkedIn data when available.
Quentara E. Costa holds Masters, Personal Financial Planning from Bentley University - Mccallum Graduate School Of Business.
Quentara E. Costa is listed with skills including Strategic Financial Planning, Investments, Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Asset Allocation, and Credit.
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