Dino  Kostakis,  CFP<sup>&reg;</sup> - Financial Advisor

Dino Kostakis, CFP®

CRPC®,CLU,ChFC

Financial Advisor

Obsidian Wealth Advisors

4000 State Route 66, Ste 123B
Tinton Falls, NJ 07753-7300
FINANCIAL ADVISOR'S WEBSITE
(732) 978-1200

General

Dino Kostakis is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Obsidian Wealth Advisors in Tinton Falls, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 22, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant (ChFC®)
  • Other - Chartered Retirement Planning Counselor (CRPC)

Insurance Licenses

  • Life insurance: NJ, FL, CA, RI
  • Health/disability insurance: NJ, FL, CA, RI
  • Variable annuities: NJ, FL, CA, RI

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Broker-Dealer Disclaimer

Investment Advisory services offered through Stonebridge Capital Management, a registered investment advisor.
Securities offered through Cadaret, Grant & Co., Inc., 1 Lincoln Center, Syracuse, NY 13202, member, FINRA/SIPC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Retirement, Long-term Care

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Helpful Financial Planning Resources