President
Current
Jun 2013 - Present
AeroLeads people directory · profile
Eric Costello Email & Phone Number
President
at
Costello Wealth Strategies
1 work email found
@edwardjones.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
President
Location
San Francisco Bay Area, United States
Company size
Who is Eric Costello? Overview
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Quick answer
Eric Costello is listed as President at Costello Wealth Strategies, a with 2 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Eric Costello.
Eric Costello previously worked as Financial Advisor at Raymond James Financial Services, Inc and Financial Advisor at Edward Jones. Eric Costello holds Bachelor Of Business Administration (B.B.A.), Finance, General from Midwestern State University.
Company email context
Email format at Costello Wealth Strategies
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{first}.{last}@edwardjones.com
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AeroLeads found 1 current-domain work email signal for Eric Costello. Compare company email patterns before reaching out.
Profile bio
About Eric Costello
We are a local business who will work with you to develop appropriate strategies, and construct well crafted portfolios and help you achieve your financial objectives.Investments are a means to an end, whether the goal is a comfortable retirement, a grandchild's education, or a legacy for future generations. That's why we have chosen to work with RaymondJames, a team of professionals that focuses on goals, not transactions.We work with you to develop custom programs designed to address all aspects of your financial life. Although the specific needs of each individual are different, we find that most of our clients look to us for one or more of the following:RetirementLegacyLendingCash ManagementInstitutional InvestingSmall Business Solutions-------------------------------------Investment advisory Services offered through Raymond James Financial Services Advisors, Inc. Costello Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.
Listed skills include Retirement Planning, Wealth Management, Retirement, Mutual Funds, and 29 others.
Current workplace
Eric Costello's current company
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Costello Wealth Strategies
3 roles
Eric Costello work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Raymond James Financial Services, Inc
Financial Advisor
Feb 1999 - May 2013
1 education record
Eric Costello education
FAQ
Frequently asked questions about Eric Costello
Quick answers generated from the profile data available on this page.
What company does Eric Costello work for?
Eric Costello works for Costello Wealth Strategies.
What is Eric Costello's role at Costello Wealth Strategies?
Eric Costello is listed as President at Costello Wealth Strategies.
What is Eric Costello's email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Eric Costello at Costello Wealth Strategies.
Where is Eric Costello based?
Eric Costello is based in San Francisco Bay Area, United States while working with Costello Wealth Strategies.
What companies has Eric Costello worked for?
Eric Costello has worked for Costello Wealth Strategies, Raymond James Financial Services, Inc, and Edward Jones.
Who are Eric Costello's colleagues at Costello Wealth Strategies?
Eric Costello's colleagues at Costello Wealth Strategies include Kendra Cleary.
How can I contact Eric Costello?
You can use AeroLeads to view verified contact signals for Eric Costello at Costello Wealth Strategies, including work email, phone, and LinkedIn data when available.
What schools did Eric Costello attend?
Eric Costello holds Bachelor Of Business Administration (B.B.A.), Finance, General from Midwestern State University.
What skills is Eric Costello known for?
Eric Costello is listed with skills including Retirement Planning, Wealth Management, Retirement, Mutual Funds, Investments, 401K, Brokerage, and Financial Services.
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