Luis DaCosta

For over two decades, Luis DaCosta has been helping clients create clarity, confidence, and direction in their financial lives. As a certified financial planner professional, he brings both deep technical expertise and a calm, thoughtful approach to wealth architecture—designing plans that simplify complexity and empower clients to live with purpose.

Luis’ career began in 2001, rooted in a belief that wealth planning should be deeply personal. His philosophy centers on balance—recognizing that each element of a financial plan is important on its own, but true success comes when all parts work seamlessly together. Whether guiding clients through retirement transitions, business succession strategies, or estate planning, Luis focuses on building structures that last, ensuring every decision supports a client’s larger vision for life.

After earning his B.A. in Mathematics from Rutgers University, Luis completed the rigorous CERTIFIED FINANCIAL PLANNER™ program at Fairleigh Dickinson University. His commitment to ongoing education and ethical excellence reflects his belief that trust is earned through both integrity and diligence.

Known for his clarity and care, Luis has built enduring relationships with clients who often refer friends, family, and colleagues. A reflection of the confidence and peace of mind his guidance provides. At INOVO Wealth Architects, he continues to design comprehensive financial strategies that allow clients to focus on what truly matters, living fully, with freedom and purpose.