John Kostic Email & Phone Number
President
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John Kostic Location
- Newport Beach, CA, US
John Kostic Work
- President @ Beacon Wealth Team (August 2006 - Present)
- President @ J Kostic Insurance Services, Inc. DBA Beacon Wealth Team (January 2003 - Present)
John Kostic Education
- University of Delaware
Bachelor's degree (Military History)
1983-1987
John Kostic Skills
- 401(k) Retirement Savings Plans
- 401k
- 401k Rollovers
- Alternative Investments
- Asset Allocation
- Asset Management
- Business Development
- CRM Software
- Cash Flow
- Cash Flow Forecasting
- Communication
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Planning Software
- Financial Services
- Fixed Annuities
- Fixed-Income Investing
- Hedge Funds
- High Net Worth Individuals
- IRAs
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Life Insurance
- Long-term Care
- Mutual Funds
- Performance Reporting
- Portfolio Management
- Relationship Building
- Retirement
- Retirement Planning
- Sales
- Sales Management
- Securities
- Series 63
- Series 7
- Small Business
- Strategic Financial Planning
- Succession Planning
- Tax
- Universal Life
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Long Term Care
John Kostic Summary
- John Kostic, based in Newport Beach, CA, US, is currently a President at Beacon Wealth Team. John Kostic brings experience from previous roles at J Kostic Insurance Services, Inc. DBA Beacon Wealth Team. John Kostic holds a 1983 - 1987 Bachelor's degree in Military History @ University of Delaware. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, 401k Rollovers, Alternative Investments, Asset Allocation and more. John Kostic has 1 emails and 1 mobile phone numbers on RocketReach.
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