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Jeffrey Costa

CFP, Portfolio Manager

Jeffrey is a Portfolio Manager and Certified Financial Planner who crafts comprehensive financial plans and investment strategies for his clients. Jeffrey joined Scholtz & 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 with his wife and daughter in Fairfield, CT, and enjoys traveling, cooking and water sports. 

Contact Us 

Let’s talk and see how we can help you get to where you want to be.

Phone: 203.714.9900

Thank you for reaching out.  We’ll be in touch soon.

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