Rob Costello
Founder at Costello Financial Planning
- Role
- Founder at Costello Financial Planning
- Location
- Bend, OR, US
- LinkedIn followers
- 500 followers
About Rob Costello
I have always been interested in investing, behavioral finance, and entrepreneurial…
Experience
Founder
Apr 2015 — Present · Bend, OR, US
For over 10 years, we have been helping attorneys, university employees, and families in Chicago IL, Ann Arbor, MI, and Bend, OR with their financial planning and investments. We believe that in order to do our job, we need to learn what is most important to you. We use a comprehensive approach. We combine quantitative analysis and qualitative research to create your plan. We help guide you through your decision-making process by exploring trade-offs and choices.
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
Skills
- Tax
- Wealth Management Services
- Financial Advisory
- Investment Advisory
- Wealth Management
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Cpa
- Investments
- Retirement
- Strategic Financial Planning
- Portfolio Management
- Finance
- Mortgage Lending
- Certified Financial Planner
- Real Estate
- Small Business
- Estate Planning
- Wealth
- Asset Management
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