John Costa

John Costa is an insurance and financial services professional serving clients in San Pedro, California.

Through Belmont Benefits, he uses a tailored planning approach that begins with understanding a client's goals, reviewing their current financial situation, and explaining available options.

John Costa is an insurance and financial services professional serving clients in San Pedro, California. His profile includes individual health insurance, Medicare Advantage, term life insurance, annuities, and long-term care insurance, with a stated focus on helping clients understand their financial landscape and retirement planning choices.

Through Belmont Benefits, he uses a tailored planning approach that begins with understanding a client's goals, reviewing their current financial situation, and explaining available options. Source materials also describe workshops focused on retirement knowledge and a process framed around connecting, evaluating, and executing a plan.

His listed background includes a financial consulting career that began in 1996 after recruitment by Prudential Financial, along with the Registered Financial Consultant (RFC) designation from IARFC. Profile facts list English as the service language and California as the licensed state.