J. Costello Email & Phone Number
Certified Financial Planner(tm), CLU
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J. Costello Location
- California, United States
J. Costello Work
- Certified Financial Planner(tm), CLU @ Green River Sustainable Financial Services (June 2010 - Present)
- Owner, CFP® @ Costello and Associates (January 2002 - June 2010)
J. Costello Education
- New College of California
LIBERAL ARTS AND SCIENCES (GENERAL STUDIES AND HUMANITIES)
1972-1974 - Boston University
Political Science (Philosophy)
J. Costello Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Certified Financial Planner
- College Planning
- Consulting
- Design Business Retirement Plans
- Designs
- Disability Insurance
- Divorce Planning
- Educational Consulting
- Employee Benefits
- Equities
- Estate Planning
- Estate Tax Planning
- Executive Management
- FINRA
- Finance
- Financial Advisory
- Financial Goals
- Financial Planners
- Financial Services
- Fixed Annuities
- Green Investing
- Health Insurance
- IRAs
- Insurance
- Insurance Specialist
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Long-term Care
- Pensions
- Personal Finance
- Portfolio Management
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Tax
- Tax Reduction Strategies
- Term Life Insurance
- Trusts
- Universal Life
- Wealth
- Wealth Management
- Long Term Care
J. Costello Summary
- J. Costello, based in California, United States, is currently a Certified Financial Planner(tm), CLU at Green River Sustainable Financial Services. J. Costello brings experience from previous roles at Costello and Associates. J. Costello holds a 1972 - 1974 LIBERAL ARTS AND SCIENCES in GENERAL STUDIES AND HUMANITIES @ New College of California. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Certified Financial Planner, College Planning and more. J. Costello has 1 emails and 4 mobile phone numbers on RocketReach.
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