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Rob Costello

CFP®
Costello Financial Planning
Ann Arbor, MI
Transform Career Success into Financial Freedom
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Meet Rob

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Introduction - Rob Costello
Video Transcripts

A simple belief founded Costello Financial Planning. We put our clients first and they take care of us. We believe this is the primary reason clients partner with us and often refer their friends, family, and colleagues. As a fee-only firm, Costello Financial Planning does not sell any products, receive any commissions or kickbacks. Clients work with us because of our evidence-based philosophy and ongoing client-centric approach.

Rob founded Costello…

A simple belief founded Costello Financial Planning. We put our clients first and they take care of us. We believe this is the primary reason clients partner with us and often refer their friends, family, and colleagues. As a fee-only firm, Costello Financial Planning does not sell any products, receive any commissions or kickbacks. Clients work with us because of our evidence-based philosophy and ongoing client-centric approach.

Rob founded Costello Financial Planning and has worked on a multitude of wealth management issues with clients. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.This strategic process helped clients stay their course through the 2008 financial crisis and eventual recovery.

Rob focuses on helping professionals and their families by providing wealth management solutions. Together with his partners, he helps clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, protecting their assets, and charitable giving.

Successful professionals and families work with Rob to:

-Develop and implement a comprehensive wealth management plan to help them reach their lifelong financial goals.

-Make smarter decisions in today’s uncertain political, economic and social environment.

-Obtain an independent second opinion from a top financial advisor in their community.

Rob received his B.S. from the University of Illinois at Urbana-Champaign, where he studied Finance. In 2010, he earned his Certified Financial Planner certification. In 2012, he completed his CPA Preparation from Northwestern University School of Continuing Studies.
Rob started his wealth management career in 2007 for a boutique wealth management firm in the Chicagoland area.

Rob is actively involved in Arlington Heights and Ann Arbor community. He is a member of Kiwanis Ann Arbor and on the board St. Viator Business Forum along with other advisory associations.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
College planning
Estate planning
Insurance management
Lgbt services
Socially responsible investing

Experience with

Small business owners
Legal professionals
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors

Education

Bachelors
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