Bryan J. Costin
Personal CFO and Vice President, Private Client at Journey Wealth Management
- Role
- Vice President, Private Client at Journey Wealth
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Experience
Vice President, Private Client
Aug 2022 — Present
Bryan has over 15 years experience as a financial advisor. As a practicing CPA and CFP®, he specializes in individual tax and management advisory services, along with investment, retirement and estate planning. With his distinctive background, he has been able to blend his accounting and financial knowledge to provide services to successful individuals, business owners, and professionals on a dedicated basis, implementing strategies through financial planning to help generate and protect wealth.
Education
Ohio University
Bachelor of Business Administration (BBA), Accounting and Management Information Systems
1997 — 2000
Skills
- Accounting
- Retirement Planning
- Wealth Management
- Investments
- Personal Tax Planning
- Income Tax
- Estate Planning
- Securities
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