Quentara E. Costa
POWWOW
North Andover, MA
Some features on this profile are disabled
CRD#: 5299129
Professional summary
Quentara Elizabeth Costa, CFP®, who also goes by Quentara Elizabeth Johnson, is a registered financial advisor currently at POWWOW, LLC located in North Andover, Massachusetts.
Quentara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Quentara has worked at 2 firms .
Core Areas of Focus
Cash Flow/Budgets/Credit Issues
Estate & Generational Planning Issues
Financial Psychology/Coaching
Hourly
Middle Income Client Needs
Retirement Planning & Distribution Rules
Biography
I enjoy working within the community to provide financial literacy and guidance. In 2016 I created the facebook group “Merrimack Valley Seniors and Caregivers.” This is a dedicated forum for local families and professionals to problem solve, share resources, and learn about upcoming events. Please join if you feel you can benefit by receiving support and connecting with others. In 2017 I was also fortunate enough to be routinely invited to present for various organizations, such as the Merrimack Valley Chamber of Commerce. Topics ranged from financial planning fundamentals, women in the workplace, and elder care planning. In 2018 I will continue my work with the Budget Buddies program, this time shifting roles from a coach to presenter. Budget Buddies collaborates with Head Start, Habitat for Humanity, and various shelters to empower women to take control of their finances through weekly education.
Question & Answer
What are your service offerings?
Elder Care
Life Transitions
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Insurance Planning
Budgeting
Are you a "fiduciary"?
Yes
Aliases
Quentara Elizabeth Johnson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Quentara Elizabeth Costa's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
August 4, 2016 - Present
POWWOW, LLC
RIA
CRD#: 284571
North Andover, MA
Past
May 22, 2015 - February 25, 2016
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
NORTH READING, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(8/4/2016)
IAR
New Hampshire(6/3/2021)
Exams
Current Firm
POWWOW, LLC
POWWOW, LLC
CRD#: 284571 / SEC#:
Louisiana
Registered Investment Advisory firm - (12/31/2025 Terminated)Massachusetts
Registered Investment Advisory firm - (8/4/2016 Approved)New Hampshire
Registered Investment Advisory firm - (6/3/2021 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
North Andover, MA
Mailing Address
Phone number
(978) 685-7526
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 6,051,224 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
