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Education, technology and collaboration

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Our Story

Established more than 50 years ago, Costanzo Financial Group (CFG) is committed to providing Retirement Planning and Investment Management services to individuals and families that are dedicated to improving their financial future. We deliver exceptional financial care that combines advanced technology with personalized service to create lasting partnerships with our clients, generation after generation.

Firm established in Pittsburgh, PA by Andrew J. Costanzo

Second generation, Andrew J. Costanzo, Jr, joins his father

Firm establishes specialty in 403(b) retirement planning for educators

Firm shifts focus to offering retirement planning and investment management services

Brian D. Dick joins the advisory team

Third generation, Matthew A. Costanzo, joins the firm

Second location opened in San Diego, CA

Family business rebrands to Costanzo Financial Group (CFG) and builds nationwide network

Implements operational platform and technology that facilitates nationwide client service and names Sheila Eivazi the Director of Operations

Firm crosses 400 million in assets under management and consults on over 100 employee retirement plans

Releases the client education center with access to interactive planning tools

Launches My Advice Architect which integrates planning, investments and reviews onto a single platform

Crosses threshold of 500 million in assets under management and expands operational support team

CFG to become a firm owned region of Cetera

Opens new office location in Wexford, PA

Over 50 Years
of Service

Over 3

Over $500 Million
in Assets

Over 1,700


At CFG, we are dedicated to serving as your trusted guide as you navigate your financial roadmap. Our core values of clarity, responsiveness, empowerment, alignment, transparency and education come to fruition through our mission of service excellence. By keeping education and service at the forefront of our planning process, we cultivate meaningful relationships that are always centered around your best interest and objectives.


Our client relationships are founded on integrity, trust and mutual respect, which we demonstrate in our daily interactions and the care we provide our clients and their families.


Through active listening and ongoing communication, our tenured and diverse team delivers outstanding service in responding to the individual needs of our clients.


We maintain an exceptionally high client retention rate for our industry, because we help our clients navigate each milestone and life stage while fostering long-term relationships over multiple generations.


Retirement Planning and Investment Management are highly complex disciplines that continue to evolve, making it challenging for individuals and families to navigate their financial landscape. Our firm believes in guiding our clients through the intricacies of retirement planning and alternative investment options with diligent planning and active management. It’s what sets us apart in serving families as we carry out our philosophy: Make a plan. Stick to the plan. Always deliver on the plan.

Retirement Planning

Whether you are in the accumulation phase or already retired, an all-encompassing retirement strategy is essential to meet retirement income needs and expenses, and maintain your lifestyle goals. Develop a financial plan that prepares you for the future and puts you on track to meet your retirement goals.

Investment Management

Successful investment management takes the objectives from your financial plan and translates them into a time horizon, risk tolerance and asset allocation. Design a diversified portfolio that meets a growth-oriented accumulation strategy and then reposition it to distribute income through retirement years.

Advisory Team

"To be distinct, you must be different. To be different, you must strive to be what no else but you can be." — Bob Proctor


Client Service

180 Swinderman Road, Suite 340, Wexford, PA 15090

5299 DTCC Blvd, Suite 800, Greenwood Village, CO 80111

655 West Broadway, 12th floor, San Diego, CA 92101


2301 Rosecrans Avenue, Suite 5100, El Segundo, CA 90245

3600 Peachtree Road NW, Suite 1100, Atlanta, GA 30305

7021 Vista Drive, West Des Moines, IA 50266