Family First
Since starting in financial planning in 2007, our first clients were family. As we grow, our philosophy stays the same: Treat clients like family, and everything will take care of itself. 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, and it never receives any commissions or kickbacks. Clients work with us because of our integrated wealth approach and ongoing client-centric service.
Costello Financial Planning has addressed a multitude of financial planning issues for clients. We use a consultative process to gain a detailed understanding of each client’s deepest values and most important goals. We then employ customized recommendations designed to address each client’s unique needs. We develop a specific investment portfolio tailored to each client’s risks and goals, and we partner with our clients to guide them through life’s challenging financial decisions. Our clients are all over the country, as Rob has lived and maintains relationships in Chicago, Illinois, Ann Arbor, Michigan, Bend, Oregon, and currently resides in Burlington, Vermont. Paul and Phil Costello live in Arlington Heights, Illinois.
Rob Costello
Founder
For over 15 years, Rob has been a fee-only financial advisor. Rob received his B.S. in Finance from the University of Illinois at Urbana-Champaign. He is a CFP® professional. The most important things to Rob are family, friends, and being there for his clients. Rob is passionate about aligning clients’ life goals with their finances and inspiring them to succeed. To reflect and reenergize, Rob loves to go on walks, hikes, and adventures with his family. He loves golfing, fishing, and playing all sports with friends. While not working, Rob enjoys coaching his kids' soccer and basketball teams.
Paul Costello
Partner
Paul is a licensed CPA and earned his Series 65 (Uniform Investment Advisers Law Exam). Paul also earned his Bachelor’s and Master’s degrees in Accountancy from the University of Illinois at Urbana-Champaign. Paul’s career started at the Chicago Mercantile Exchange, and his most recent position was at Deutsche Bank, where he was a Vice President in their Global Markets division. Paul enjoys taking walks and playing sports, especially with his wife Melissa, who is also from the Chicagoland area. Paul also frequently cooks, especially barbecuing, for dinners with family and friends. While not working, Paul enjoys coaching his kids' basketball and football teams.
Phil Costello
Operations Manager
Phil earned his bachelor’s degree in Business, with a specialization in Hospitality, from DePaul University. Phil worked in the healthcare development offices for Lurie Children’s Hospital of Chicago and Alexian Brothers Hospital. Phil spent the last 5 years working at The Illinois Resource Center, where he was responsible for improving reporting functions and design of back-office data flow. Phil utilizes his IT knowledge at Costello Financial Planning, where he continues to be able to work with his brothers in a field dedicated to helping people reach their financial goals. In his free time, Phil likes to read, draw, write fiction, and create artistic and tasty meals for his family and friends.