Robert Costello (CFP®)
Robert Costello focuses in the
following client markets or areas of practice:
- Charitable Giving
- Entrepreneurs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
- Charitable Giving
- Entrepreneurs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
Planning Specialties
A simple belief founded Costello Financial Planning. We put our clients first and they take care of us. We believe this is the primary reason clients partner with us and often refer their friends, family, and colleagues. As a fee-only firm, Costello Financial Planning does not sell any products, receive any commissions or kickbacks. Clients work with us because of our evidence-based philosophy and ongoing client-centric approach.
Rob founded Costello Financial Planning and has worked on a multitude of wealth management issues with clients. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.This strategic process helped clients stay their course through the 2008 financial crisis and eventual recovery.
Rob focuses on helping professionals and their families by providing wealth management solutions. Together with his partners, he helps clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, protecting their assets, and charitable giving.
Additional Information
Costello Financial Planning is a family-owned business. Rob Costello is a Certified Financial Planner and Paul Costello is a CPA. We work in tandem with our clients to provide a holistic approach to Investments, Financial Planning, and Taxes. Our clients like having a one-stop-shop for their financial and tax needs.NAPFA Start Date
June 23, 2014
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.