• Eric Costello

    Financial Advisor

    President, Costello Wealth Strategies

Eric J. Costello was raised in a small town in Northern California, Crescent City, right on the Oregon border. Eric's family consisted of his parents, Jim and Frances, who are both retired school teachers and his brother Jason (fun fact: Jason and Eric are 10 months and 27 days apart in age, true Irish twins!). While growing up the Costello family hosted a foreign exchange student from Denmark, his "sister" Lisbeth.

Eric graduated from Del Norte High School in Crescent City, CA and went on to attend Shasta College in Redding, CA. In 1994, Eric graduated with an Associate of Arts degree. While at Shasta he played football, later being inducted into their Hall of Fame. Eric's father Jim is also a member of the Shasta College Hall of Fame, making them the first father/son duo to ever be honored at Shasta.
Upon graduation from Shasta, Eric moved to Wichita Falls, Texas to play football (Defensive End) at Midwestern State University and in 1997 graduated with a Bachelors in Business Administration with an emphasis in Finance. The same year that Eric graduated from Midwestern State he was named a Daktroniks All American and played in the Division II All Star Game, called the Snow Bowl, that year held in Fargo, ND. Eric is in the Midwestern State Hall of Honor for his contributions to Midwestern State and the Lone Star Conference.

Eric then played in the NFL Europe for the Turku Trojans for a season. His team was based out of Turku, Finland.

After the season in Finland, Eric went back to Texas and started his master's degree from the Fowler Business School at Midwestern State but left in 1999 to start as a Financial Advisor with Edward Jones in Aptos, California.

While a Financial Advisor with Edward Jones, Eric was named a Limited Partner, as well as serving on the Leadership Team training new brokers coming through the Edward Jones region he was a part of (an area ranging from the Golden Gate Bridge down to King City).

Eric holds both his Series 7, 63, 65, SIE and Series 9.

Eric is able to utilize the comprehensive range of financial and research resources provided by Raymond James to stay up to date on the vast array of investment options and opportunities. That, combined with his knowledge of 20 years in this industry and the personal relationship that Eric has with each of our clients, is what makes Costello Wealth Strategies unique and a place where long term relationships are created and cultivated.

It is not rare for us to take on a new client who is in the middle of their career and wanting to both save the money to ensure their child can go to the college of their dreams, along with preparing to provide for their own retirement.

Then down the road their life period will have shifted into the "red zone" of 3-5 years from retirement with a child preparing to enter college, and then we realign into our retirement strategy--that we have been working towards and planning around for years.

And then another decade or two later we subsequently transition into working with our clients and their heirs together, to prepare for estate considerations.

Eric works with our clients to determine and visualize their dreams and goals, and then together they formulate a comprehensive financial plan that is personalized and uniquely suited to get to those goals. Staying on that financial plan is just as important as it's formulation, so Eric meets with clients on a regular schedule to ensure everything is on track and that they are visualizing those accomplishments. Seeing the smile and look of jubilance when a client retires, or watches their child graduate from college, or take that dream trip they have been talking about for years, those are just some of the special moments that make Costello Wealth Strategies into the family-like atmosphere that it is today.

Eric has been involved with the American Red Cross, Santa Cruz County Chapter as an at large board member (2003-2012), and in more specialized roles as both the Finance Chair (2005-2006), Vice Chair (2006-2007), and as Chairman of the Board of Directors (2007-2008).

He has been a member of Capitola-Aptos Rotary Club since 1998, and has been a board member, treasurer and the Vocational Service Chair at different points during his time as a Rotarian. Eric is a four-time honoree of the Paul Harris Fellowship from Rotary International.

Eric is also a member of the Order of Sons and Daughters of Italy in America (OSDIA), Watsonville Lodge #2006.

He is the father of two beautiful daughters, Raegan and Kennedy.

Raymond James is not affiliated with the above organizations and/or charitable causes.