Roberto Costa

Roberto Costa

CFP®, MSFS, AEP,CAP

Retirement Planning Specialist

Roberto (Bert) is a managing partner in The PRISM Group of North Florida, Inc., and began his career in financial planning in 1996. Bert completed his undergraduate degree in Business Administration from The Florida State University. He earned a Masters of Science in Financial Services (MSFS) from the American College in Bryn Mawr, PA. Bert holds the respected industry credential, CERTIFIED FINANCIAL PLANNERTM (CFP® ) professional, and is a former chairman of the Financial Planning Association of Jacksonville, as well as Accredited Estate Planner (AEP). He is fluent in Spanish and is a veteran of the United States Marine Corps.  His subject matter expertise for The PRISM Group includes financial analysis, asset protection strategies, as well as estate and charitable strategies.
 
Bert has also completed the course work for a Wharton Certificate in Retirement Planning from the University of Pennsylvania.
 

Bert is married with 3 children.

CFP® , CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Financial Plans are offered through Equitable Advisors Estate Planning is funded through the use of life insurance and other financial products.
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com.

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The PRISM Group of North Florida, Inc. is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 904-596-7925
Fax (904) 353-7194