Robert Costello (CFP®)

Robert Costello focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

A simple belief founded Costello Financial Planning. We put our clients first and they take care of us. 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, receive any commissions or kickbacks. Clients work with us because of our evidence-based philosophy and ongoing client-centric approach.

Rob founded Costello Financial Planning and has worked on a multitude of wealth management issues with clients. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.This strategic process helped clients stay their course through the 2008 financial crisis and eventual recovery.

Rob focuses on helping professionals and their families by providing wealth management solutions. Together with his partners, he helps clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, protecting their assets, and charitable giving.

Additional Information

Costello Financial Planning is a family-owned business. Rob Costello is a Certified Financial Planner and Paul Costello is a CPA. We work in tandem with our clients to provide a holistic approach to Investments, Financial Planning, and Taxes. Our clients like having a one-stop-shop for their financial and tax needs.

NAPFA Start Date

June 23, 2014


This Office

1001 SW Disk Dr Ste 250 Bend, OR 97702-3754 Phone: (847) 508-6999

Other Offices

1202 E Clarendon St Arlington Heights, IL 60004-5050 Phone: (847) 894-2067
103 E Liberty St Ste 202A Ann Arbor, MI 48104-2136 Phone: (847) 508-6999
150 N Wacker Dr Ste 3050 Chicago, IL 60606-1660 Phone: (847) 508-6999