Rosanne Costello is a wealth management financial advisor based in Pasadena, CA.

Rosanne Costello joined CAPTRUST in 2018, where she serves as a Principal and Financial Advisor. With extensive experience working with high-net-worth individuals and small businesses, she excels in all areas of financial planning, including retirement, tax, estate planning, investments, and insurance.

Before CAPTRUST, Rosanne began her career at Charles Schwab, consistently ranking among the top 5 percent of her advisor peer group in terms of client assets and retention. After a successful 24-year career at Schwab, she was recruited to Watermark Asset Management in 2014 as a senior financial advisor. Throughout her career, she has found her most satisfying client interactions are those where she has not only improved an individual’s financial outlook but has also empowered clients to understand the complexities of their investments and finances.

Rosanne holds a Bachelor of Arts degree from the University of California, Berkeley, and has completed financial planning courses at the University of California, Los Angeles.