Andrew Costello, CFP®

Senior Financial Advisor,
Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Andrew Costello is a wealth management financial advisor based in Valencia, CA.

Andrew joined CAPTRUST in 2020 from Illumination Wealth—an independent wealth management firm—where he was an associate financial planner. In this position, he was charged with developing financial independence plans for high-net-worth individuals.

At CAPTRUST, he specializes in tax planning, risk management, and demystifying the investment process. Andrew focuses on bringing timely planning strategies to clients to grow and preserve their wealth.

Prior to Illumination Wealth, Andrew was an associate financial advisor with Watermark Asset Management. This experience formed a strong work ethic and desire to exceed client and colleague expectations. He earned a Bachelor of Science degree from Azusa Pacific University.

When he’s not with clients, Andrew enjoys spending time with his wife and son. He is an avid disc golf player and loves to hike. He volunteers his time coordinating Financial Peace University classes and mentoring students who are preparing for the CFP exam.

Education

  • Bachelor of Science degree in marketing from Azusa Pacific University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

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