Quentara Costa, CFP®

Helping the "sandwich generation" prioritize kids, self, and aging parents.

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POWWOW, LLC Quentara Costa, CFP®
North Andover, MA

Serving Clients Nationwide

Helping the "sandwich generation" prioritize kids, self, and aging parents.

Rated 5.0 out of 5
2 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Caregiving for Parents
  • Cash Flow
  • Estate Planning
  • Financial Life Planning
  • Health Care Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

With 15+ years of experience, my mission is to answer your questions in a way that makes you feel confident to push past self-doubt. Whether your questions are related to your own financial goals or aging parents, you're covered. I have helped many individuals and couples better understand their current financial circumstances by translating how their income, assets, savings, and goals all converge together to answer any specific questions or uncover any blind spots.

Apart from comprehensive planning, I have a specialty in elder care. I've had front-row seats to what it means to age-in-place, choose between assisted living, the proactive approach of buying into a CCRC, and the all too often chaotic move to a rehab/nursing home. And while these decisions impact the lifestyle of an aging parent, implementing any transitions can be most disruptive to those in charge.

Professional Designations

  • Master of Science in Financial Planning (MSFP)


  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

45 Windkist Farm Road North Andover, MA 01845


Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule your free consultation with POWWOW, LLC using the virtual calendar. The stage is yours to unpack any financial concerns that have been swirling in your head. Maybe you simply want to know if you’re “on-track.” Maybe you have a big decision to make about career, kids, retirement or elder care. Powwow was created to help answer your… “what-ifs.”

Offers Investment Management


About our Firm

Working with POWWOW means you come first.

Taking control of your finances means so much more than managing investments and creating portfolios. In fact, investments are simply the tool to accomplish your plans and create a legacy.

Doesn’t it make sense to start the process by defining and prioritizing what’s most important in your life?

Knowing where you’re headed and understanding how to get there empowers you to make better decisions and be confident in your direction, which is a pretty great feeling.

Whether it’s having us confirm and critique a path you’ve started or needing guidance on a completely new venture, POWWOW is here to help. When it’s time to implement plan recommendations, Quentara is happy to guide and participate in the process to make sure your best interests are being met.

What to expect as a client:

✅ An ongoing conversational relationship
✅ The opportunity to adjust or outright change your goals
✅ The freedom to invest and bank wherever you’re most comfortable
✅ No pressure to purchase insurance or investment product
✅ A sounding board and advocate for pop-up issues as they arise
✅ The personal touch of a small shop with the resources of a large firm
✅ Technology aggregating all the pieces of your life in one convenient spot


Bentley University - McCallum Graduate School of Business; Bachelors, Corporate Finance and Accounting

Volunteer Experience

Apart from office work, 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. Over the last few years, I’ve also been invited to create presentations and speak on a wide range of topics, including financial planning fundamentals, women in the workplace, and elder care planning. Looking forward, I’ll serve my fourth year on the North Andover Council on Aging as secretary.

Awards and Honors

Hobbies and Interests

  • Family
  • Traveling
  • Walking

Who We Serve

  • Baby Boomers
  • Caregivers
  • Couples
  • Dual Income Family
  • Families
  • Gen X
  • Gen Y / Millennials
  • Individuals
  • Intergenerational Families
  • Parents
  • Widow
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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Home Health Administrator

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Oct 31, 2023
I have known Quentara for over 4 years and she has been great resource to many of our seniors. She is extremely knowledgeable and professional.
Relationship to Financial Advisor: Professional Colleague
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Marsha Davis
Marsha Davis

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Oct 20, 2023
I found Quentara Costa very personable, confident and easy to talk to when I was looking to transition into Edgewood's retirement community. She gave me sound personal and financial advice regarding what I needed to make this move and what it would cost me to maintain this residence. In addition, she assisted me with all my insurances and extraneous costs to financially balance my portfolio. I also enjoy reading her monthly newsletter.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: This client is a relative of advisor.
Avatar for Barbara Hagstrom
Barbara Hagstrom