Luis R. Da Costa

Category: Financial Advisor

LPL Financial

1055 Parisppany Blvd. • Suite 502
Parsippany NJ 07054

Office: 973-335-0100 x 303
Mobile: 908-337-1079

www.lpl.com/luis.dacosta
luis.dacosta@lpl.com
www.linkedin.com/in/ldacosta

 

Member since: 2010

Best Way to tip me

The best way to Tip me is to introduce me to a person who is currently going through a life changing event. They are either getting married, having kids, getting divorced, buying/selling a home, buying/selling a business, starting a new job/ laid off from their previous job, managing a business, retiring, estate and tax planning, or transfering assets to family members including the transfering or future transfer of a business to someone else.

Le Tip works for me because I have built close friendships with people who I trust with all my needs because of their honesty and integrity. The referrals from the group in only 8 months I have been there have made me ten times the amount of money I have spent to be part of the group.”

A little about myself

Luis R. Da Costa is dedicated to helping people create and preserve wealth. The key to his success is the personalized approach he takes to assisting clients with selecting the right financial products to suit their individual needs. Each area of a financial plan is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

Luis is well qualified to help his clients. After obtaining a B.A. in Mathematics from Rutgers University, he went on to earn the advanced designation of CERTIFIED FINANCIAL PLANNER™ professional—a credential that only a small percentage of financial advisors hold. To obtain the CFP® certification, Luis attended a rigorous academic program at Fairleigh Dickinson University and passed a comprehensive exam. He maintains this designation through a program of continuing education and an adherence to a strict code of ethics.

As a result of the outstanding advice and service he provides, Luis has built a loyal following of satisfied clients. His practice continues to flourish thanks to clients recommending him to friends, family members and business associates.

In his leisure he enjoys time spending time with his wife and their son.