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Cfp® André Costa MCSI
Investment Advisor(SEC) - SUSEP - CTA Commodity Trading Advisor - CFP® - CAIA® Chartered Alternative Investment Analyst
André Costa MCSI, CFP®, ERP®, SCR™, FDP, CAIA® is the Founder, managing director, and overseer of all regulated activities at Free Enterprise Advisors and Legacy Wealth & Corporate Services. He is a registered investment advisor with the SEC, a commodity trading advisor with the CFTC, and a licensed insurance broker registered with SUSEP. Mr. Costa and his team offer top-notch Financial Planning, Investment Advisory, Wealth & Risk Management, and Insurance Advice and Brokerage Services to a diverse range of clients, including individuals, corporations, institutions, family offices, and foundations. His specialties include Alternative Investments, Wealth Management, Energy Risks and Opportunities, Sustainability & Climate Risks and Opportunities, Insurance, and Alternative Risk Transfer. With a wide educational background spanning areas like Commercial Pilot training, Veterinary Medicine, Italian Culture and Language, Energy Risks & Sustainability, Climate Risks, and Wealth Management, Mr. Costa brings a unique multi-disciplinary approach to his financial services practice.
