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Jeffrey Costello

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Since 2011, Jeffrey has been passionate about helping companies save money on their Employee Benefits all while making the company look elite in its benefit offerings compared to the competition using unique strategies and plan designs. While helping business owners with their benefits/finances has been a major focus in Jeff’s practice, he continues to help individuals and families create more time, money, and security by developing strategies fitted to their current financial situation that will help bring them Financial Independence and security. Upon his Graduation from Rutgers University, he would go on to meet what would be his future wife Kari. They have been happily married for the last few years with 2 dogs and recently welcomed their newborn daughter into their lives. They proudly reside in Central New Jersey and plan on spending the rest of their lives raising a family in New Jersey. Jeffrey credits his early success to his two hardworking, loving, blue collar parents who helped instill his hard work ethic, determination to succeed, and love for helping others. Outside of spending time with clients and his family, Jeffrey enjoys an active lifestyle in playing in competitive softball leagues, snowboarding, participating in Crossfit, golfing, riding his Motorcycle, and searching for the best slice of pizza in the Tri-state area.

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

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