Jeffrey Costello
CFF®

Founding Partner
Head of Wealth Management
and Retirement Income Planning

Jeffrey Costello has been advising clients on their finances for nearly a decade. As a retirement income planning and employee benefits specialist for OneTeam Financial, he is passionate about educating clients on holistic financial planning to achieve their financial goals and independence. He takes great pride in providing education to clients and enjoys being a part of and witnessing them achieve their financial and retirement planning goals.

Jeffrey helps both pre-retirees and retirees to optimize their hard-earned savings and to develop reliable income sources in retirement. In addition to working with individuals and families, he also assists businesses with their employee benefit offerings. As a Certified Financial Fiduciary®, he continually acts with a strict commitment to serving his clients’ best interests.

Jeffrey received a bachelor’s degree in statistics and psychology from Rutgers University. His passion for education is also seen in his work as the Director of the Spring Lake, New Jersey Chapter of American Financial Education Alliance (AFEA). He believes that financial education should be available in every community and individuals should have the knowledge to participate fully in their financial lives.

Jeffrey resides in central New Jersey with his wife, Kari, and their two children. He enjoys spending time with his family and, in his free time, enjoys playing in competitive softball leagues, snowboarding, golfing and searching for the best slice of pizza in the tristate area. He credits his early career success to his hardworking, loving, blue-collar parents who helped instill his work ethic, determination to be successful and passion for assisting others.

CERTIFICATIONS/AFFILIATIONS

  • Certified Financial Fiduciary® (CFF®)
  • National Social Security Association® (NSSA)
  • National Association of Certified Financial Fiduciaries (NCAFF™)
  • FINRA Licenses 6, 65 and 63