René Costales
Financial Advisor - Serving individual investors & business owners | Portfolio Strategies | Financial Planning | Insurance | Wealth Management
- Role
- Financial Advisor at Edward Jones Us
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About René Costales
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community. I believe that investing is about more than just money; it\'s about securing a better future and making a positive impact on those you care about. Many people seek an advisor when life puts us in transition, whether it\'s approaching retirement, changing careers, selling assets or receiving an inheritance. I follow an established, holistic approach, examining your complete financial picture and understanding your \'why\' so I can be a trusted guide for the long run. My goal is to equip you with confidence in making financial decisions that help lead to a fulfilling life.If you are thinking about a transition in your life, let\'s connect and I look forward to being of instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Sep 2023 — Present · Huntington Beach, CA, US
Serving individuals and business owners who are serious about planning effectively for big life transitions and recognize that lasting financial security is one important pillar of a life well-lived. For clients with comprehensive needs, I offer fiduciary financial planning services. We can work together to determine if our offering is appropriate for your unique situation.
Education
George Mason University
Bachelor of Science, Exercise Science
William & Mary – Raymond A. Mason School of Business
Master of Business Administration, MBA in Finance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.