VP of Investments
Greg Costa is an investment professional with an entrepreneurial background. Mr. Costa owned a Wholesale Produce Company in Oakland, Ca for 7 years before moving into the Real Estate and Financial Management Industry. He earned a Bachelor of Arts Degree in History and Political Science from California State University, Chico.
After obtaining his NASD: Series 7: Series 63, and 66. Greg became a financial consultant for: Merrill Lynch, Wells Fargo Securities, J.P. Morgan, and ING. Greg’s 15 years of financial experience includes: tax efficient investment strategies, commodities, mutual funds, and estate planning.
Mr. Costa works with Individual and Corporate Retirement Planning and High Net-Worth Individual Cash-Flow Management.
Advisory services offered through Valentine Capital Asset Management, Inc, an SEC Registered Investment Advisory Firm.
CA Insurance License #0B19755. Registered Representative in AL, CA, LA, MS, NV, and TX.