Carlos A. Costa, CLU, ChFC

Carlos A. Costa, CLU, ChFC

Financial Advisor

Phone: (508) 636-6521
Fax: (508) 636-6524
E-mail:

Since 1978, Carlos A. Costa has used his combination of technical knowledge, personal trust and human understanding to serve hundreds of individual, family, and business clients interested in improving their financial position.
 
Mr. Costa is a general securities registered representative and a licensed insurance agent (Life Health, and Accident). His education in financial planning services includes holding both the Chartered Life Underwriter and the Chartered Financial Consultant designations from the American College of Bryn Mawr, Pennsylvania. He is a graduate of Southeastern Massachusetts University and has completed advanced studies in the areas of financial & estate planning, capital needs analysis, pension & retirement programs and asset conservation.
 
Mr. Costa’s awards include membership in the prestigious Million Dollar Round Table. Also, he was the youngest agent ever named to Fidelity Union’s Hall of Fame.
 
Carlos resides in Westport, Massachusetts with his wife Susan of 34 years. He has three grown children and two wonderful grand children.