J. Costello Email & Phone Number
Certified Financial Planner(tm), CLU
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J. Costello Location
- California, United States
J. Costello Work
- 2010 -now Certified Financial Planner(tm), CLU @ Green River Sustainable Financial Services
- 2002 -2010 Owner, CFP® @ Costello and Associates
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
- Design Business Retirement Plans
- Green Investing
- Insurance Specialist
- Retirement Planning
- Divorce Planning
- College Planning
- Tax Reduction Strategies
- Educational Consulting
- Financial Services
- Strategic Financial Planning
- Pensions
- Investments
- Personal Finance
- Tax
- Securities
- Equities
- Trusts
- Life Insurance
- Estate Planning
- Financial Advisory
- Term Life Insurance
- Wealth Management
- Insurance
- FINRA
- Finance
- Designs
- Small Business
- Portfolio Management
- Retirement
- Long-term Care
- Employee Benefits
- Executive Management
- Strategic Planning
- Fixed Annuities
- Financial Planners
- Consulting
- Asset Allocation
- Universal Life
- Alternative Investments
- Health Insurance
- Asset Management
- Estate Tax Planning
- Investment Strategies
- Disability Insurance
- Certified Financial Planner
- IRAs
- Risk Management
- Investment Advisory
- Wealth
- Financial Goals
- 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 New College of California. With a robust skill set that includes Design Business Retirement Plans, Green Investing, Insurance Specialist, Retirement Planning, Divorce Planning and more. J. Costello has 1 emails and 4 mobile phone numbers on RocketReach.
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