Gregory Costa Email & Phone Number
President
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Gregory Costa Location
- Florida, United States
Gregory Costa Work
- President @ Sextant Financial & Estate Tax Planning (May 2010 - Present)
- President @ Sextant Financial & Estate Planning (May 1978 - September 2010)
- Financial Advisor @ Royal Alliance Associates (September 1992 - March 2002)
Gregory Costa Education
- University of Notre Dame
BBA (MBA, Finance)
1959-1964 - The Lawrenceville School
High School degree (Liberal Arts and Sciences/Liberal Studies)
1954-1959
Gregory Costa Skills
- Financial Analysis
- Retirement Planning
- Life Insurance
- Estate Tax Planning
- Indexed Annuities
- indexed life insurance
- Finance
- Insurance
- Financial Planning
- Strategic Planning
- Fixed Annuities
- Wealth
- Marketing
- New Business Development
- Retirement
- Investments
- Financial Advisory
- Long-term Care
- Asset Management
- IRAs
- High Net Worth Individuals
- Estate Planning
- 401k
- Small Business
- Disability Insurance
- Accounting
- Management
- Sales
- Long Term Care
Gregory Costa Summary
- Gregory Costa, based in Florida, United States, is currently a President at Sextant Financial & Estate Tax Planning. Gregory Costa brings experience from previous roles at Sextant Financial & Estate Planning and Royal Alliance Associates. Gregory Costa holds a 1959 - 1964 BBA in MBA, Finance @ University of Notre Dame. With a robust skill set that includes Financial Analysis, Retirement Planning, Life Insurance, Estate Tax Planning, Indexed Annuities and more. Gregory Costa has 1 emails and 1 mobile phone numbers on RocketReach.
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