Rob Costello Email & Phone Number
Founder @ Costello Financial Planning
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Rob Costello Location
- Bend, OR, US
Rob Costello Work
- 2015 - now Founder @
- 2007 - 2015 Wealth Manager @ Sebold Capital Management
- 2006 - 2007 Mortgage Specialist @ Ameriquest Mortgage
Rob Costello Education
- Northwestern University - School of Continuing Studies
CPA Preparation (Accounting)
2011 - 2012 - Gies College of Business - University of Illinois Urbana-Champaign
BS (Finance)
2002 - 2006 - St. Viator High School 1999 - 2002
Rob Costello Skills
- Strategic Financial Planning
- Wealth Management
- Management
- Planning
- Investment Advisory
- Financial Advisory
- Investments
- Retirement
- Wealth Management Services
- Tax
- Estate Planning
- Small Business
- Portfolio Management
- CPA
- Marketing
- Startups
- Asset Management
- Business Strategy
- Mutual Funds
- Finance
- Retirement Planning
- Mortgage Lending
- Asset Allocation
- Wealth
- Marketing Strategy
- Leadership
- Certified Financial Planner
- Real Estate
Rob Costello Summary
- Rob Costello, based in Bend, OR, US, is currently a Founder at Costello Financial Planning. Rob Costello brings experience from previous roles at Sebold Capital Management and Ameriquest Mortgage. Rob Costello holds a 2011 - 2012 CPA Preparation in Accounting @ Northwestern University - School of Continuing Studies. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Management, Planning, Investment Advisory and more. Rob Costello has 3 emails and 1 mobile phone numbers on RocketReach.
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