Broker Check
Roberto Costa, CFP®, MSFS, AEP, CAP, RICP

Roberto Costa, CFP®, MSFS, AEP, CAP, RICP

Retirement Planning Specialist

Roberto (Bert) is the managing Partner of The PRISM Group of North Florida, Inc.; a comprehensive financial planning firm which he founded in 2005.  For nearly 30 years, Bert has successfully provided financial advice and superior service to his clients. 

Bert’s passion is in guiding clients through the maze of financial planning strategies, helping them to realize their goals and dreams.  He was recognized by Equitable Advisors, LLC as the 2024 National Honor Associate.   This award is in recognition of his truly outstanding accomplishments at Equitable Advisors in the financial services industry, unselfish contributions to clients and associates, and devoted community service.

Bert is married to Caroline since 1986 and has three children and one grandchild. 

Bert is a veteran of the United States Marine Corps.

When not providing financial advice to his clients, Bert enjoys traveling with Caroline, grilling meals and working out with his F3 (Fitness, Fellowship & Faith) men’s group.

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Education:

  • Bachelor of Science, Business Administration, The Florida State University
  • Master of Science in Financial Services (MSFS), The American College

Professional Designations and Certifications:

  • CERTIFIED FINANCIAL PLANNER ™ professional
  • Accredited Estate Planner (AEP)
  • Chartered Advisor in Philanthropy (CAP)
  • Retirement Income Certified Professional (RICP)
  • Certificate in Retirement Planning, The Wharton School, University of Pennsylvania
  • Credentialed Holistic Financial Coach, Columbia University

Community Involvement:

  • Chairman of the Board of Advisors, Catholic Charities Jacksonville 2021-2023
  • United States Marine Corps Toys for Tots Collection Point – Annually
  • President, San Jose Catholic Church Parish Council 2013 & 2014
  • President, The Jacksonville Semper Fidelis Society 2002 & 2014
  • United States Service Academy Nomination Board – Senator Marco Rubio 2011 - present 
  • President, San Jose Country Club 2007 & 2008
  • President, The Financial Planning Association (FPA) of Northeast Florida 2003