Location

San Francisco, California, United States

Work

  • President @ Costello Wealth Strategies
  • Financial Advisor @ Raymond James Financial Services, Inc
  • Financial Advisor @ Edward Jones

Education

  • Midwestern State University

    Bachelor of Business Administration (B.B.A.) (Finance, General)

    1995 - 1997

Skills

  • Retirement Planning
  • Wealth Management
  • Retirement
  • Mutual Funds
  • Investments
  • 401k
  • Brokerage
  • Financial Services
  • Estate Planning
  • Portfolio Management

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