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:
- Maximizing the rewards of working as an executive or being a business owner
- Achieving financial independence
- Planning for and minimizing taxes
- Planning for others
- 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.
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- Gathering current details of financial information
