Michael Lacosta
Do you have a dream or do you have a plan? | Empowering Tech Pros and Entrepreneurs to create financial independence.
- Role
- Financial Advisor at MassMutual New Jersey-NYC
- Location
- Warren, NJ, US
- LinkedIn followers
- 500 followers
About Michael Lacosta
I’ve spent my life answering one calling. to help people protect what matters most and build the future they dream about.\"From serving my community as a volunteer firefighter to guiding clients through life’s biggest financial decisions, my mission has always been the same: listen deeply, act with integrity, and create strategies that give people the confidence to move forward.I’m fortunate to have an incredible support system at home: my wife, Brynn, and our three daughters: Kensley, Peyton, and Parker. We love to travel, discover new restaurants, and unwind with wildlife documentaries. When I’m not with them, you’ll likely find me on the golf course, cheering for the New York Rangers, San Francisco 49ers, or New York Mets, or singing along at a Kenny Chesney concert.For me, financial planning isn’t just about numbers, it’s about people, relationships, and creating strategies that give clients the confidence to move forward. Every plan I build is rooted in listening, understanding, and tailoring solutions to fit not just today’s needs, but tomorrow’s dreams.
Experience
Financial Advisor
Jul 2021 — Present · Warren, NJ, US
As a financial advisor, I have had the pleasure of working with a diverse clientele. My passion lies in helping families and businesses achieve their financial goals by developing personalized financial plans and investment strategies.I believe that every client is unique and deserves an individualized approach. That\'s why I take the time to understand their financial situation, goals, and concerns before crafting a tailored plan. I understand that finances can be a source of stress and anxiety, and I strive to provide a supportive and reassuring presence throughout the process.My approach emphasizes open communication and transparency, and I ensure my clients are kept informed and up-to-date on their financial performance.I pride myself on building strong relationships with my clients based on trust, honesty, and respect. It is my firm belief that only through a collaborative approach can we achieve long-term financial success.Whether it is financial planning, asset allocation, risk management, retirement planning, tax planning, or navigating complex financial situations like estate planning and business succession planning, I am committed to providing my clients with the highest quality of service and support they need to achieve their financial goals.
Education
Seton Hall University
Bachelor's degree, Finance, General
Skills
- Microsoft Word
- Series 7
- Firefighting
- Public Safety
- Bloomberg
- Series 3
- Microsoft Excel
- Powerpoint
- Emergency Services
- Fire Management
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