Andrew J. Costanzo Jr. | Principal & CEO
Andrew is a Principal and Investment Advisor Representative with Cetera Advisors LLC.
Andrew has specialized in the Financial Services industry for over 45 years, building upon a philosophy that every client relationship must consist of trust, mutual respect, and integrity. He believes that while each client's investment objectives may be different, there is one common goal our clients share and that is the need for sound financial advice and guidance from a trusted financial professional.
As the Principal and CEO of Costanzo Financial Group, Andrew's focus has been on building a firm that values partnering with clients as they pursue a more financially stable retirement. Our firm specializes in working with clients through their retirement plan selection, funding strategies, retirement cash flows, and general financial consultation.
Andrew graduated from West Virginia University with a Bachelor of Science in Business Administration. He holds the following professional designations, registrations, and affiliations:
- Investment Advisor Representative with Cetera Advisors LLC
- Registered Principal with Cetera Advisors LLC
- Chartered Financial Consultant
- Chartered Life Underwriter
- Society of Financial Service Professionals
- Financial Planning Association
Contact Andrew at: firstname.lastname@example.org
Matthew A. Costanzo | Investment Advisor Representative
Matthew is an Investment Advisor Representative with Cetera Advisors LLC.
Matthew specializes in designing and implementing Investment and Retirement Plan solutions for our clients. Specifically, Matthew has worked with our clients to deliver risk management strategies, employee retirement plans, and individual investment portfolios.
Additionally, Matthew has led our organization through a number of process improvements, technology enhancements, and operational projects that have transformed the process by which our firm communicates with our clients.
Before entering the Financial Services industry, Matthew spent 12 years in the Management and IT consulting field at the Adecco Group, Infosys Consulting, BearingPoint, and KPMG.
Matthew graduated from the University of Richmond with a Bachelor of Arts in Leadership Studies and a Minor in Political Science.
Contact Matthew at: email@example.com
Brian D. Dick | Investment Advisor Representative
Brian is an Investment Advisor Representative with Cetera Advisors LLC.
Brian specializes in retirement planning, funding strategies for asset allocation, risk management, and building municipal bond portfolios.
During his tenure with Costanzo Financial Group, he has taken on a leadership role in advising clients on their current positions and creating a framework to meet their retirement objectives. Brian's extensive financial knowledge and client management skills have been instrumental in growing our client base.
Prior to Costanzo Financial Group, Brian worked for First Investors Corporation where he operated his own practice focused on asset accumulation, preservation, and estate planning.
Brian graduated from the University of Pittsburgh with a Bachelor of Arts in History and Political Science.
Contact Brian at: firstname.lastname@example.org
Monica Pavlakovic | Operations
Monica has been with Costanzo Financial Group for over 20 years.
Monica is currently responsible for overseeing the preparation for client reviews, administering our IT systems, and generating financial reports for clients. She has been an integral part of creating a review process that is unique and allows our advisors to communicate the value of financial planning to our clients.
Contact Monica at: email@example.com
Nancy Madjercic | Operations
Nancy has been with Costanzo Financial Group for over 15 years.
Nancy is currently responsible for managing ongoing relationships with our clients and general customer service. She has developed a customer relationship management process that provides our client base with consistent feedback and prompt issue resolution. Nancy has an excellent track record of building long term relationships and maintaining high client satisfaction ratings.
Contact Nancy at: firstname.lastname@example.org
Geraldine A. Bakaj | Operations
Geraldine has been with Costanzo Financial Group for over 10 years.
Geraldine's primary responsibility is to assist our clients with service requests. Additionally, she manages the data quality in our customer relationship management and financial reporting systems.
Geraldine's versatility has been instrumental to maintaining a high level of client service and back office operational excellence.
Contact Geraldine at: email@example.com
Elizabeth Costanzo | Operations
Elizabeth has been with Costanzo Financial Group for over 5 years.
Elizabeth is responsible for directing all external marketing communications to our clients, such as newsletters, website articles, and other educational materials.
Prior to joining Costanzo Financial Group, Elizabeth enjoyed a successful career in Visual Arts Education. In transitioning to her new career at Costanzo Financial Group, Elizabeth pursued a Masterís Degree in Instructional Technology from Duquesne University.
Contact Elizabeth at: firstname.lastname@example.org
Sheila Eivazi | Operations
Sheila has been with Costanzo Financial Group for over 3 years.
Sheila is responsible for client service, processing business, and leading various operational projects throughout the firm. She has brought tremendous value to our on-line enrollment process, financial reporting, as well as marketing and client communications.
Prior to joining Costanzo Financial Group, Sheila worked in the Marketing and Non-Profit sectors.
Sheila graduated from University of California, San Diego with a Bachelor of Arts in Political Science.
Contact Sheila at: email@example.com
Alison Reinhardt | Operations
Alison is currently supporting our scheduling and administrative procedures, as well as our on-line enrollment process. She is an asset to our firm and we are delighted to have her on our team.
Prior to joining Costanzo Financial Group, Alison worked in the Legal and Design sectors.
Alison graduated from the University of Rhode Island with a Bachelor of Science in Textile Merchandise and Design.
Contact Alison at: firstname.lastname@example.org
Betty L. Parello | Operations Consultant
Betty has been with Costanzo Financial Group for over 28 years.
Betty is currently responsible for processing business and financial reporting. Betty has implemented numerous process improvements and has been largely responsible for our track record of success when it comes to back office operations.