Bridget E. Costello, CFP®

Wealth Advisor

Start Date
Industry: 2008
KAR: 2015
Education

B.S., Business Administration,
Emmanuel College

Prior Work Experience
  • Portfolio Administrator, Assistant Vice President – One West Bank
  • Account Manager – Adviser Investments
Certifications and Credentials
  • Certified Financial Planner®,
    Boston University
  • Series 7, 63, 65
Recognition:

2023 Leader of Influence – Wealth Manager, Los Angeles Business Journal

Leaders of Influence,
Wealth Management (2023)
#5 Independent Advisor in 2023
(#1 in 2017-2020, 2022)
Ranked #8 on
Forbes Top RIA List
(2023)

What Are You Involved in Outside of Work?
I enjoy riding my horse, Cambridge, and walking my dog, Teddy, around my Santa Monica neighborhood. Being originally from Boston, I appreciate the sunny Southern California weather.

 

† If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.

 

Los Angeles Business Journal’s “Leaders of Influence”: The 2023 LA Business Journal Leaders of Influence award was given in March 2023 and covers the year 2023. KAR has not paid fees to the award sponsor to obtain the award and does not anticipate that it will pay fees to re-license the award.

 

Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2023” was given in September 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

Forbes “Top RIA Firms”: The Forbes Top RIA Firms 2023 ranking was issued in October 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Contact Bridget E. Costello, CFP®

Oops! We could not locate your form.