Kostas Koufidis, CFP®, AIF®

 Kostas Koufidis, CFP®, AIF®

CERTIFIED FINANCIAL PLANNERâ„¢ professional, Partner

Kostas is a CERTIFIED FINANCIAL PLANNERTM professional and Financial Planning Director at the Reilly Financial Group, a financial services organization known for its specialized team and the personalized advice and guidance they provide to clients as they build their financial security.

Kostas is dedicated to providing clients with integrated financial solutions and works with individuals, families, and business owners as they look to build financial security through every stage of life. As part of a specialized team, he is able to tap into a wide range of planning resources and provide clients with integrated and customized solutions to help them successfully fulfill their financial goals and objectives.

Clients benefit from Kostas’ commitment, experience, and personal focus. Kostas’ ultimate goal is to enrich the quality of his clients’ lives by helping them not only achieve their financial goals but protect their income, family, and legacy at every stage of their lives.