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Matthew Costa - Cfp, Cpa in Annapolis, MD

Matthew Costa

Cfp, Cpa

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Matthew Costa is a CPA and CERTIFIED FINANCIAL PLANNER with over 15 years of tax and financial advisory experience. Besides being the Managing Partner at Foundation Wealth and Tax Advisors, Matt is a principal RCN & Associates LLC, a Maryla...... Show More
Finance
Financial Advisor
Contact Info
(888) 354-5899
Annapolis, MD
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About
Matthew Costa is a CPA and CERTIFIED FINANCIAL PLANNER with over 15 years of tax and financial advisory experience. Besides being the Managing Partner at Foundation Wealth and Tax Advisors, Matt is a principal RCN & Associates LLC, a Maryland accounting firm. Before partnering in these firms, Matt was a tax manager at RSM, a top 5 national accounting firm. Matt graduated from the University of South Carolina with a Masters of Accountancy and a Bachelors of Science in Finance, Accounting, and directed study in Economics in 2010. Matt works closely with both business owners and individuals to maximize their financial potential and security. In a world of changing technology and demographics, Matt is passionate about creating, preserving, and transferring wealth in a tax efficient and future minded way.
Specialities
Business Owners
Federal Employees
Financial Psychology/Coaching
Investment Advice with Ongoing Management
Tax Planning
aum
baby boomers
charitable giving
View All
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FAQs
Here are some Frequently Asked Questions about Matthew Costa
What is Matthew Costa’s work email address?
Matthew Costa’s professional email address is m********a@f*********************.com. You can also email Matthew Costa by clicking on the contact Matthew Costa.
Where is Matthew Costa based out of?
Matthew Costa’s primary location is Annapolis, MD.
What is Matthew Costa's phone number?
Matthew Costa's phone number is (888) 354-5899
What is Matthew Costa's title??
Matthew Costa is a Cfp, Cpa.
What are Matthew Costa's areas of expertise?
Matthew Costa specializes in Business Owners, Federal Employees, Financial Psychology/Coaching, Investment Advice with Ongoing Management, Tax Planning, aum, baby boomers, charitable giving, divorce planning.