William Kostecki
Partner - Financial Planner at Emerald Financial Attorney Advisory Group
- Role
- College Planning Advisor at The College Funding Coach
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About William Kostecki
As a dedicated financial planner specializing in serving attorneys at prestigious big law…
Experience
College Planning Advisor
Oct 2019 — Present · Warren, NJ, US
As part of The College Funding Coach® team, my mission is to empower parents with the knowledge and tools they need to confidently navigate the college funding journey—without putting their own retirement at risk.I lead the popular workshop, “Little-Known Secrets of Paying for College,” which we present at over sixty public and private schools across the tri-state area. These sessions offer practical strategies to help families qualify for more financial aid, use their assets more strategically, and plan effectively when aid isn\'t available. Our ultimate goal is to help parents reduce the true cost of college—ensuring they pay only what’s necessary, and always in a way that is legal, ethical, and financially sound.
Education
Bloomsburg University of Pennsylvania
Finance
2012 — 2015
Skills
- Wealth Management
- Insurance Strategies
- Investment Advisory Services
- Annuity Services
- Client Education
- Risk Management
- Tax-Efficient Investing Strategies
- Customer Service
- Financial Services
- Retirement Planning
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