Lawrence Costa

Branch Manager

Phone: 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 28 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, which was registered with both the State of California and the SEC in March 1986.  He also holds life insurance and disability insurance licenses in California, Colorado, Hawaii, Oregon and Utah.

Mr. Costa is the Branch Manager and Registered Principal SagePoint Financial, Inc. and supervises the Arcadia office and a second office in Scotts Valley, 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 $60 million.  He services clients in California, Arizona, 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 onoing through Schwab, SagePoint Financial, Inc., the Financial Planning Association and various professional organizations.  He is presently preparing for his CFP designation.  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.

He previously served on the Board of Directors of the Arcadia Chamber of Commerce and is the current Board President of Sweeney Youth Homes in Santa Barbara.  He is also an Associate Board Member of Carden of the Foothills School in Monrovia.

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 recently completed a 26.2 mile marathon run with their Leukemia Team in Training, his second full marathon.