Jane Costello, Financial Advisor located in Santa Rosa, CA

Financial Advisor
Jane K Costello

ABFP®, AAMS®
182 Farmers Lane Suite 200, Santa Rosa, CA 95405opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Sustainable Investing
  • Estate & Legacy Strategies
  • Charitable Giving
  • Portfolio Reviews

Financial Advisor Certifications

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Gardening
  • Crocheting/Knitting
  • Sports Enthusiast
  • Outdoor Enthusiast

Team Members

  • Sylvia Duffy
    Sr. Branch Office Administrator
  • Hannah Harris
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(707) 579-3784

Fax

(888) 215-4215

Office Address

182 Farmers Lane Suite 200
Santa Rosa, CA 95405opens in a new window

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