Financial Advisors

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

Rosanne Costello joined CAPTRUST as a senior vice president and financial advisor in 2018. She provides investment advisory services and comprehensive financial planning to high-net-worth individuals and families. Her approach always emphasizes investment and wealth planning, tailored to individual client long-term goals and needs.

Rosanne began her career at Charles Schwab where she consistently ranked among the top 5% in her advisor peer group, based on client assets and retention. After a 24-year career at Schwab, she was recruited to join Watermark Asset Management in 2014 as a senior financial advisor.

Over her career, she finds that her most satisfying client interactions are those in which she has been able to not only improve an individual’s financial outlook, but also had the opportunity to encourage clients in understanding the complexities of their investments and finances.

When she’s not in the office or with a client, Rosanne enjoys ballroom dance with her husband, family adventures, volunteering at the Boys and Girls Club teaching financial literacy, and playing golf.  She received her Bachelor of Arts from the University of California, Berkely and completed financial planning courses at UCLA.