About Kostas

About Kostas

Since 1999, Kostas’ principal focus has been financial planning-based strategy implementation. He has extensive experience in the areas of advanced estate and legacy planning as well as retirement strategies and investment planning. Kostas has over 20 years of experience in investment analysis, portfolio design, and full-service asset management. He is the Director of Financial Planning and Partner of the Reilly Financial Group. Kostas works with corporate executives and successful families, who share parallel financial planning objectives:

  1. Maximizing the rewards of working as an executive or being a business owner
  2. Achieving financial independence
  3. Planning for and minimizing taxes
  4. Planning for others
  5. Managing risk

Kostas is a CERTIFIED FINANCIAL PLANNER Professional, a graduate of Rutgers University, a member of the BMW Car Club of America and BMW Car Club, NJ Chapter, and enjoys fishing, motorcycling, and model car collecting. He resides in Holmdel, NJ with his wife, Helen, and their three children, Marianna, Dimitri and Christo.

RFG Experience


Connect

Your needs, aspirations and current financial situation


Initial contact and discovery


Explore

Goals and financial data


  • Uncovering and understanding your needs
  • Prioritizing your objectives
  • Gathering current details of financial information

RFG Experience Cycle


Solve*

Analyze and plan


  • Preparation of a comprehensive analysis of your current situation
  • Designing individualized solutions to meet your need

Implement**

Execute Strategies


  • Executing the strategies
  • Setting up accounts
  • Transferring funds

Serve

Monitor and adjust


Establish review meetings and monitor

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Commonwealth Financial Network does not offer legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

**The implementation process will vary in time depending upon the plan. Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

Let's Plan Together

and find the financial solution for your stage of life.

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