Dino Kostakis, CFP®, CRPC®, CLU®, ChFC®
Dino Kostakis, CFP®, CRPC®, CLU®, ChFC® is President, co-founder, and one of the principal partners of Stonebridge Capital Management. Born and raised in central New Jersey, Dino attended Johns Hopkins University before embarking upon a career in financial services in 1984. Through the College for Financial Planning, Dino became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1989. Most recently, in March of 2015, Dino was conferred as a Chartered Retirement Planning CounselorSM professional. Dino also holds FINRA Series 6 and 22 securities licenses, NASAA Series 63 and 65 licenses, as well as life and health insurance licenses in several states.
As one of Stonebridge's senior investment advisors, Dino works closely with a number of our high-net-worth clients to develop, implement, and monitor their financial and investment plans. He is also responsible for building and overseeing a key strategic alliance to provide wealth management services through one of our affiliated financial service providers.
Dino is an active member of the New Jersey Chapter of the Financial Planning Association.