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Bridget E. Costello, CFP® Wealth Advisor

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Awards

Highlights

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

2023-2026 Leader of Influence – Wealth Manager, Los Angeles Business Journal

Fun Fact
I spend all my free time riding my horse, Cambridge, preparing him for the show ring.
Q: What Are You Involved in Outside of Work?
A: 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.  
More from Bridget and KAR
News
A Disciplined Approach to Fixed Income Investing Engaging the Next Generation of Investors Financial Planning Highlights Thomas Pontius on Connecting with Gen Z Investors The AI Craze is Making These Quality Stocks More Affordable The Financial Considerations of Becoming a Law Firm Partner
Insights
Video
April 10, 2025 | by Spuds Powell, Darnel J. Bentz and Bridget E. Costello
Navigating Market Volatility
Kayne Insights
Video
April 1, 2025 | by Bridget E. Costello
Women in Investing
Adjusted for Risk Podcast
Video
October 11, 2024 | by Bridget E. Costello
The Divide in Interest and Education Regarding Value-Aligned Investments
Listen
February 20, 2024 | by Bridget E. Costello
Empowering Women to Take Control of their Financial Security
Invest in Women Podcast
Listen
October 22, 2026 | by Hyung Kim
Is the Valuation Gap Justified?
International Small Cap 3Q 2026 Update | KayneCast Ep. 325

*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.