Jeffrey Costa, CFP®
Jeffrey Costa is a Portfolio Manager and Certified Financial Planner® who crafts comprehensive financial plans and investment strategies for his clients. Jeff joined Scholtz and Company in August of 2020. He specializes in holistic financial planning as well as managing his clients’ portfolios to meet their short-term and long-term goals.
Prior to Scholtz and Company, Jeffrey worked at First County Advisors as a Trust & Investment Officer for four years. He began his career in financial services as a Financial Planner and Investment Advisor Representative at Barnum Financial Group, an office of MetLife in 2009.
Jeffrey holds a B.A. in Economics and Political Science from the University of Connecticut. He has been a Certified Financial Planner® since 2017.
Jeffrey resides in Norwalk, Connecticut with his wife and daughter. He enjoys traveling, cooking and water sports.