Jeffrey Costello, NSSA® Advisor · Berkeley Heights, NJ
Jeffrey Costello
Wealth Advisor | Partner, Beneficial Wealth
Professional Profile
Meet Jeffrey Costello, a trusted Wealth Advisor and Partner at Beneficial Wealth in NJ, dedicated to providing exceptional retirement income planning and wealth management services. With over a decade of experience, Jeffrey specializes in crafting personalized, tax-optimized retirement strategies that prioritize financial flexibility and empower clients to turn their savings into reliable income sources. His holistic approach encompasses customized investment portfolios tailored to align with each client's specific goals while ensuring comprehensive risk management solutions.
As a holder of the NSSA® designation in Social Security planning, Jeffrey Costello brings specialized knowledge of Social Security planning to every client relationship.
As a Certified Financial Fiduciary®, Jeffrey is committed to supporting pre-retirees and retirees on their journey towards financial independence, enabling them to achieve their aspirations without worry. His educational background in statistics and psychology from Rutgers University fuels his passion for financial literacy, which he actively promotes through his work with the American Financial Education Alliance (AFEA) and his volunteer efforts with Big Brothers Big Sisters of America.
Residing in Hillsborough, NJ, with his wife Kari and their three children, Jeffrey values family time and enjoys competing in softball leagues, snowboarding, golfing, and discovering the best pizza in the tristate area. His strong work ethic and desire to help others stem from the invaluable lessons learned from his blue-collar parents. Trust Jeffrey Costello to provide you with the expert guidance and commitment you need as you navigate your financial journey and secure your retirement with confidence.
Disclosure
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Beneficial Wealth. Beneficial Wealth is a separate and unaffiliated entity from Simplicity Wealth.
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