Everything’s connected, let’s talk about it!

About Us

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We provide a tailored financial planning approach, carefully crafted to suit the individual needs of each client. We take the time to understand what you want to achieve with your money, explain all the choices you have, and show you the way for your retirement plans.

Connect

Let's start by talking about where you are now and what you hope for in retirement.

Evaluate

Using the information you provide, we thoroughly review your finances to identify areas where we can help.

Execute

We create a personalized plan and once you're comfortable with it, we put it into action!

Based in Southern California, Belmont Benefits is committed to building enduring relationships with our clients.

Licensed in 12 states, we strive to provide financial solutions that reflect the values and goals of the individuals, families and the businesses we serve. John Costa offers expertise, insight, and a genuine commitment to your financial well-being. At our firm, it's not just about managing finances; it's about cultivating relationships that stand the test of time.

Meet The Founder of Belmont Benefits

John Anthony Costa, RFC

Financial Services Broker

John's journey into the financial industry began at a young age, when he found himself fascinated with saving money and learning how to accumulate more in the “rainy day” fund his dad urged him to build. Coincidentally, at age 10, he opened his very own savings account at a bank. It wasn't until college however, while attending finance and economic classes at Cal-State University, Long Beach that he learned of the vast number of financial vehicles available to individuals and businesses alike - other than just that basic savings account he learned about from his dad. During a on-campus Career Fair, he was approached and ultimately recruited by Prudential Financial where he became licensed with Pruco-Securities - and so began his financial consulting career in 1996. During his career he has earned his professional designation of Registered Financial Consultant, RFC, from the International Association of Registered Consultants, IARFC. In 2006, wanting to offer options outside of the captive product line options available to him, he left Prudential and ventured out to become an Independent Financial Services Broker and founded Belmont Benefits. Over the past, nearly 3 decades, John has continued expanding his knowledge in the financial services arena. Whether it was tax courses taken at Jackson-Hewitt, or the 1000's of hours of Continuing Education, research, case design, annual client reviews, John has built a strong pedigree in the world of financial consulting. He truly feels, in the world of finances, be it insurances, retirement planning, debt management, tax minimization strategies or budgeting, everything is connected and it's important to talk about it. John's approach is simple: Connect. Evaluate. Execute.

If you're ready to talk about how you can reach your financial goals, contact him today!

Still Have Questions About Belmont Benefits? Contact Us Today!

We pride ourselves on our deep-rooted commitment to assisting individuals and businesses in achieving their financial goals through tailored strategies and personalized solutions.

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