Timeline Test

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

Client Service

180 Swinderman, 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