Ricardo S. Costa

Partner

Ricardo is a graduate of the Jon M. Huntsman School of Business at Utah State University. He is fluent in Portuguese. He has been working in the tax preparation business for more than 10 years. 

As a licensed securities advisor, Ricardo’s main focus has been on comprehensive financial planning. He has helped clients transition to retirement community living with confidence that they won’t outlive their assets and that their long term care needs will be met. He has also helped clients to muddle through the tough decisions when transitioning to their retirement years such as which pension options to take, when to begin Social Security and how to plan for long term care. 

 

Office:

Mailing Address: P.O. Box 9578, Ogden, UT 84409

Phone: (484) 206-8858

Fax: (484) 206-8858

Email: ricardo.costa@monarchtaxes.com