Timeline Test

1965
Firm established in Pittsburgh, PA by Andrew J. Costanzo

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1965

Firm established in Pittsburgh, PA by Andrew J. Costanzo

1971
Second generation, Andrew J. Costanzo, Jr, joins his father

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1971

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

1985
Firm establishes specialty in 403(b) retirement planning for educators

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1985

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

1998
Firm shifts focus to offering retirement planning and investment management services

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1998

Firm shifts focus to offering retirement planning and investment management services

2006
Brian D. Dick joins the advisory team

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2006

Brian D. Dick joins the advisory team

2009
Third generation, Matthew A. Costanzo, joins the firm

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2009

Third generation, Matthew A. Costanzo, joins the firm

2010
Second location opened in San Diego, CA

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2010

Second location opened in San Diego, CA

2011
Family business rebrands to Costanzo Financial Group (CFG) and builds nationwide network

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2011

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

2014
Implements operational platform and technology that facilitates nationwide client service and names Sheila Eivazi the Director of Operations

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2014

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

2016
Firm crosses 400 million in assets under management and consults on over 100 employee retirement plans

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2016

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

2017
Releases the client education center with access to interactive planning tools

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2017

Releases the client education center with access to interactive planning tools

2018
Launches My Advice Architect which integrates planning, investments and reviews onto a single platform

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2018

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

2020
Crosses threshold of 500 million in assets under management and expands operational support team

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2020

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

2022
CFG to become a firm owned region of Cetera

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2022

CFG to become a firm owned region of Cetera

2023
Opens new office location in Wexford, PA

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2023

Opens new office location in Wexford, PA

Client Service

Pennsylvania
180 Swinderman, Suite 340, Wexford, PA 15090

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

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

Operations

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

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

Iowa
7021 Vista Drive, West Des Moines, IA 50266

Costanzo Financial Group is a firm owned region of Cetera Advisors. Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC, a Broker-Dealer and Registered Investment Advisor.

This site is published for residents of the United States only. Registered representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisors site at www.ceteraadvisors.com.

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