Integrity: We provide professional services with the highest level of integrity. Our manner is one that is fair and reasonable to our clients and partners. We shall disclose any conflicts of interest in providing our services. We respect our client’s confidentiality.
Excellence: We provide our service to clients with uncompromising professionalism. Our partners and associates are professionally educated and credentialed, maintaining the necessary knowledge and skills to completely provide innovative strategic advice.
Service: We diligently provide our services in a prompt and thorough manner to exceed our client’s expectations. We understand that frequent, open communication is an integral component to world-class service.
225 Water St., Suite 1235,
Jacksonville, FL 32202
Roberto Costa, CFP®, AEP, CAP • President
Bert received his bachelor’s in business administration from The Florida State University; his master’s in financial services from The American College in Bryn Mawr, Pennsylvania; and a certificate in retirement planning from The Wharton School of the University of Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Accredited Estate Planner (AEP) and Chartered Advisor in Philanthropy (CAP). His areas of focus include asset protection, investment advisory services and estate and charitable planning strategies. He was president of the Jacksonville Semper Fidelis Society in 2002, the Financial Planning Association of Northeast Florida in 2003 and the San Jose Country Club in 2007 and 2008.
*AGE 56961 (7/10) Roberto Costa offers securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Insurance and annuity products are offered through AXA Network, LLC and its subsidiaries. The Prism Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.