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)
- Owner @ HELIX WEALTH PARTNERS INC (January 2003 - October 2021)
- Certified Financial Planner @ F500 Advisory Services, Inc. (April 2013 - April 2017)
- Managing Director @ (January 1998 - January 2003)
- Aviation Officer @ Military UNITED STATES ARMY NATIONAL GUARD - Los Alamitos (January 1987 - January 2000)
- Financial Consultant @ CIGNA FINANCIAL ADVISORS (January 1990 - January 1998)
John Kostic Education
- University of Delaware
Bachelor's degree (Military History)
1983-1987
John Kostic Skills
- Estate Planning
- Retirement Planning
- Retirement
- Fixed Annuities
- Alternative Investments
- Investments
- Strategic Financial Planning
- Long-term Care
- Investment Management
- Investment Strategies
- Wealth Management
- Financial Planners
- Investment Advisory
- Mutual Funds
- Asset Allocation
- Wealth Management Services
- Small Business
- Financial Advisory
- Wealth Accumulation
- 401k
- IRAs
- Finance
- Hedge Funds
- Insurance
- Asset Management
- Tax
- 401k Rollovers
- Financial Services
- High Net Worth Individuals
- Life Insurance
- Securities
- Series 7
- Universal Life
- Wealth
- Series 63
- Financial Planning
- 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, HELIX WEALTH PARTNERS INC, F500 Advisory Services, Inc. and Ashton Group. John Kostic holds a 1983 - 1987 Bachelor's degree in Military History @ University of Delaware. With a robust skill set that includes Estate Planning, Retirement Planning, Retirement, Fixed Annuities, Alternative Investments and more. John Kostic has 1 emails and 1 mobile phone numbers on RocketReach.
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