Jeffrey Costello, CF2

About Jeffrey Costello

At Beneficial Wealth, Jeffrey Costello specializes in retirement income planning and wealth management, with a focus on tax optimization. For over a decade, he has been collaborating closely with clients to create holistic retirement income plans that prioritize tax efficiency and financial flexibility to enhance their wealth. He customizes investment portfolios for each client to align with their specific goals and objectives while also providing risk management solutions.

As a Certified Financial Fiduciary®, Jeffrey empowers pre-retirees and retirees to transition their savings into dependable retirement income sources through a holistic financial planning approach, which enables clients to achieve their financial goals and independence without worry or concern.

Jeffrey earned a bachelor’s degree in statistics and psychology from Rutgers University, where he developed a deep interest in financial education and advocacy. He channels his passion for giving back through his involvement with the Adult Financial Education Foundation (AFES), a non-profit organization dedicated to promoting financial literacy. Additionally, Jeffrey devotes his time to the Big Brothers Big Sisters of America, a nationwide volunteer-supported mentoring network that supports young children.

Jeffrey currently resides in Hillsborough, NJ, with his wife, Kari, and their three children, whom he cherishes spending time with. When not working, he competes in softball leagues, snowboards, golfs, and seeks out the tristate area’s best slice of pizza. Jeffrey attributes his early career accomplishments to the valuable lessons taught by his blue-collar parents, including a strong work ethic, a drive to succeed and a passion for helping others.