OUR TEAM
James Costabile
22 Years of Experience
Interests
I dedicate my free time to my amazing sons Jace & Jio. You can find us at the playground, the beach, strolling the jersey shore, or at our family horse stables.
Traveling is a big pastime of mine whether it is to Florida to escape the New Jersey cold or exploring new destinations the world has to offer.
I often find myself attempting to maintain my health and fitness by walking outdoors and in the fitness center.
Community Participation
I serve as Treasurer and Board Member of the Eric Levinson Memorial Foundation, a Freehold Borough non-profit organization offering scholarships to local children.
I am also an active supporter of the Monmouth Medical Center Foundation as well as the local Blessing Bag Brigade.
Areas of Focus
- Retirement Planning Strategies
- Saving for Education
- Estate Planning Strategies
- Family Finances
- Employee Stock Options
- Wealth Preservation Strategies
- Investment Management
- Multigenerational Planning
Awards & Recognition
- Forbes Top Next-Generation Wealth Advisors, 2018
- Forbes Best-in-State Wealth Advisor, 2022, 2023, 2024
- Barron’s Top 1,200 Financial Advisors, 2017
- Five Star Wealth Manager Under 40, 2021
- Five Star Wealth Manager, 2014-2025
- Ameriprise Circle of Success, 2014
Qualifications
CRPC® Chartered Retirement Planning Counselor℠
The Chartered Retirement Planning CounselorSM certification is obtained by completing retirement planning course work that focuses on the pre- and post-retirement needs of clients like you. By completing coursework focused on key retirement issues such as asset management and estate planning, a Chartered Retirement Planning CounselorSM is trained to help clients assess retirement preparedness and confidently address their pre- and post-retirement financial needs.
CLTC® Certified Long Term Care®
The Certified in Long-Term Care program is the long-term care insurance industry’s only independent professional designation. The Certified in Long-Term Care course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients.
AIF® Accredited Investment Fiduciary®
The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Education
- Drew University- Bachelor of Arts- Economics 2002
James Costabile is licensed and registered to conduct business in NJ.
Based on licenses and registrations I hold, I may also conduct business in CA, CO, CT, DE, DC, FL, IA, MD, MA, MN, NJ, NY, NC, PA, SC, WY.
CA Insurance #0I25652
CRPC conferred by the College for Financial Planning.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.
Wealth managers do not pay a fee to be considered or placed on the final list of year 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024 & 2025 Five Star Wealth Managers.
Barron’s Top 1,200 Financial Advisors by State list for 2017 is an honor awarded to a select group of advisors for quality of service and success in business and ethics. The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.
