Lawrence Costa

Branch Manager

Office: 626-449-9865
Fax: 626-449-9863
E-mail:
 

Larry Costa is a financial advisor and broker.  He has operated his own advisory service and brokerage office in Arcadia, California for the past 40 years.  He specializes in investment advice, retirement planning, IRA planning and distributions and estate planning.  Client investment accounts are held at Charles Schwab Institutional and SagePoint Financial, Inc.  He is an Investment Advisor Representative with LMC Financial Services and is registered with the State of California. He also holds life insurance and disability insurance licenses in California.

Mr. Costa is the Branch Manager and Registered Principal of SagePoint Financial, Inc. and supervises the Arcadia office,California.  He holds the following securities registrations: Series 6, 7, 24, 63 and 65 and is responsible for all branch activities and investments.  Combined fee-based and brokerage assets at the branch are approximately $65 million.  He services clients in California, Arizona, Colorado, Florida, Hawaii, Nevada, New Mexico, Oregon, and Utah.  He is both a fee and commission-based advisor, although he has steadily broadened his advisory role to life planning and continues to transition his business to predominantly fee-based practice.

Mr. Costa's education is ongoing through Schwab, SagePoint Financial, Inc., the Financial Planning Association and various professional organizations.   He has spoken and written articles on investments, the investment process, retirement planning and estate planning.  He regularly contributes articles on retirement planning, tax planning, risk assessment, insurance, practice management and economic and market trends.

Prior to entering the securities industry, Mr. Costa had a broad business and corporate problem-solving, management consulting background for 12 years.  He graduated from UC Berkeley and served in the U.S. Army as a military intelligence officer. He continues a very active and ongoing self-study and reading regimen. His business has steadily grown by providing consistently sound advice, independent judgment and personalized service.  He is an advocate for his clients and is interested in their well being, as well as their financial success.  He is an active supporter and has raised funds for the Leukemia and Lymphoma Society and completed a 26.2 mile marathon run with their Leukemia Team in Training, his second full marathon. He is a member of the Arcadia Chamber of Commerce and previously served on its Board of Directors. 

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