Frank Costa

Frank Costa

Partner

Retirement Planning Specialist

Frank has a Wharton Certificate in Retirement Planning and has been involved in finance, insurance and benefits planning since 2000. He attended the University of Miami (FL) on a full football scholarship and was the quarterback there from 1990-1994. He was named team captain and "Back of the Year" in 1994. He was also presented with the Liberty Bell trophy by then Mayor Ed Rendell for being named "Man of the Year" by the Philadelphia Club of West Palm Beach. After retiring from professional football, Frank found another passion and that was helping others achieve their financial goals. He has helped his clients throughout the years save for retirement, adequately protect themselves from an untimely injury, illness or death, and has served companies with the unique plans that he designs for his clients.   Retirement Planning Specialist title awarded by Equitable Advisors based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com.


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Financial Partners, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 856-751-2686
Fax 856-795-1035
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