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New Jersey Five Star award winners

PROFESSIONAL PROFILE

Anthony M. Calabrese CFP®, PPC™ & Luis R DaCosta CFP®

CERTIFIED FINANCIAL PLANNER™ professionals
Beacon Wealth Management Planning Inc.
1020 Galloping Hill Rd Ste 202
Union, NJ 07083
Office: 973-335-0100
Cell: 732-735-7999
general@bwmlp.com
www.bwmglp.com

TEAM MISSION

At Beacon Wealth Management, our mission is to offer the best advice, tools and resources available to help you work toward your financial goals. Our advisors are guided by three tenets; performance, service and objectivity, and we are committed to helping secure our clients' financial futures. During our initial meeting, we’ll get to know what your goals are and how we can assist you in the accumulation of wealth. Listening to our clients is a key component to our long-term approach while assessing your risk tolerance. We develop relationships and objectives with our clients throughout their lives so that a concrete plan can be put in place and adjusted with any changes that life throws their way.  


At Beacon, we are your light to calming the financial storms and It's Your Vision, It's Our Guidance

Anthony Calabrese, CFP®, PPC™

Partner/Director Of Income Planning/ CFP®

Phone: 973-335-0100 x 302

Mr. Anthony Calabrese, CFP®, PPC™ has been an LPL Registered Representative since 2004, and has since had extensive experience within the Financial Services Industry prior to that. Anthony currently holds the Series 6, 7, 24 and 63 registrations. Mr. Anthony Calabrese has also earned both his CERTIFIED FINANCIAL PLANNER™ professional and Professional Plan Consultant™ designations after a very intensive educational curriculum. 

The love for financial success and the passion for delivering financial advice started at a fairly young age for Anthony. This all blossomed as he began his career as a Financial Advisor with New England Financial. At NEF of North Jersey, Anthony earned various sales and goal awards/accommodations in 2001 and 2002. He quickly built his client base, his relationships and most important of all, his knowledge and experience that he continues to practice with today. After four years of work within this organization, Mr. Calabrese joined a boutique Advisory firm within LPL Financial, a national independent Broker/Dealer. The office in which Anthony previously practiced under Creative Planning Associates, LLC is now known as Beacon Wealth Management Group in Parsippany New Jersey. The team specializes in full comprehensive Investment Planning, where Mr. Calabrese deals primarily with Retirement Income Planning and distribution of assets for both corporation’s and individuals in their prime earning years. His niche market place purposely is working with Athletes and entertainers given his background. Mr. Calabrese is a Financial Economics graduate of Rutgers University in New Brunswick, NJ and a CERTIFIED FINANCIAL PLANNER™ certificant course graduate of Fairleigh Dickinson University in Florham Park, NJ.

Anthony’s approach to Wealth Management is a three-fold philosophy. One: understanding the client’s risk tolerance and emotions toward risk. Two: investment objective and plans for growth vs. protection and three: the time horizon intended in order to develop a portfolio for the client’s accumulation, distribution, estate and retirement needs. Through the use of many various creative strategies, along with the use of innovative investment products through their Broker/Dealer LPL Financial, Mr. Calabrese can effectively meet the many diverse needs of his clients and remains highly respected and competitive within the industry. In his time out of the office, Mr. Calabrese holds a passion as the previous Head Men’s Basketball coach at Berkeley College, Newark, NJ. He spent 5 years with this title prior to resigning in search of other opportunities. The epitome that the athlete inside you never dies holds true. Through various charitable and volunteer work programs such the Knights of Columbus Organization and The Leukemia and Lymphoma Society, Mr. Calabrese exhausts all of his spare time giving back to the community.  

Luis DaCosta, CFP®

Partner/Director of Wealth Accumulation Strategies

Phone: 973-335-0100

Luis R. Da Costa, CFP® has been dedicated to helping people create and preserve wealth since 2001. The key to his success is the personalized approach he takes in assisting clients with selecting financial and insurance products to suit their individual needs. Each area of a financial plan is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

Luis is well qualified to help his clients. After obtaining a B.A. in Mathematics from Rutgers University, he went on to earn the advanced designation of CERTIFIED FINANCIAL PLANNER™ professional, a credential that only a small percentage of financial advisors hold. Working with a planner who has the CFP® certification gives my clients an extra level of comfort. To obtain the CFP® certification, Luis attended a rigorous academic program at Fairleigh Dickinson University and passed a comprehensive exam. He maintains this designation through a program of continuing education and an adherence to a strict code of ethics.

As a result of the outstanding advice and service he provides, Luis has built a loyal following of clients. His practice continues to flourish thanks to clients recommending him to friends, family members, and business associates.

His services focus on 3 key areas:

Retirement Planning - to help clients identify what they want and what they need, develop an appropriate plan, implement it, and review and revise the plan as retirement approaches.

Business Succession Planning - to create a clearly defined plan that puts goals, priorities and strategies in place to help clients address the smooth and orderly continuation of their business, no matter what its size and structure.

Estate Planning - to assist clients in planning the transfer of assets to family members or charities, while managing probate and other estate settlement fees.

Using the vast resources of LPL Financial, Luis develops a comprehensive and understandable plan that acts as a road map to guide his clients toward their financial goals. He simplifies complex concepts; building relationships with clients to work toward the financial needs they have today while planning for tomorrow’s dreams.  

This award was issued on 12/1/19 by Five Star Professional (FSP) for the time period 03/1/2019 through 10/16/2019. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6210 New Jersey-area wealth managers were considered for the award; 480 (8% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 6097, 477, 8%, 12/1/18, 3/21/18 - 10/12/18; 2018: 4383, 415, 9%, 12/1/17, 2/21/17 - 10/12/17; 2017: 3868, 664, 17%, 11/1/16, 2/25/16 - 10/7/16; 2016: 4143, 626, 15%, 11/1/15, 4/15/15 - 10/16/15; 2015: 5063, 672, 13%, 12/1/14, 4/15/14 - 10/16/14; 2014: 3315, 646, 19%, 12/1/13, 4/15/13 - 10/16/13; 2013: 4049, 733, 18%, 12/1/12, 4/15/12 - 10/16/12; 2012: 1312, 400, 30%, 11/1/11, 4/15/11 - 10/16/11.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.