Professional Summary
Professional Overview
Larissa Costello is a seasoned Financial Advisor with a proven track record of providing comprehensive wealth management strategies to high-achieving women. As the Owner and Financial Advisor at Protea Wealth Management, she leverages her deep industry expertise to help her clients achieve their financial goals and build long-term financial security.
Current Role
In her role as Financial Advisor at Alden Investment Group and Owner of Protea Wealth Management, Larissa is responsible for developing personalized investment plans, managing client portfolios, and providing holistic financial guidance. She specializes in areas such as retirement planning, investment management, tax optimization, and estate planning. Larissa's commitment to delivering exceptional client service has earned her a reputation as a trusted advisor within her community.
Career Progression
Prior to her current roles, Larissa co-founded Ad Astra Wealth Management, where she played a pivotal role in growing the firm's client base and assets under management. She also held positions as a Financial Advisor at Raymond James and an Investment Manager and Client Service Manager at Ameriprise Financial Services, Inc. Throughout her career, Larissa has demonstrated a keen ability to navigate complex financial landscapes and provide innovative solutions to her clients.
Academic Background
Larissa holds a Bachelor's degree in Finance from the University of Maryland, where she graduated with honors. Her academic achievements, combined with her ongoing professional development, have equipped her with the knowledge and expertise to excel in the financial services industry.
Areas of Expertise
Larissa's areas of expertise include investment portfolio management, retirement planning, tax minimization strategies, estate planning, and financial education for high-achieving women. She is adept at analyzing market trends, developing tailored financial plans, and collaborating with clients to achieve their long-term financial objectives.
Professional Impact
Larissa's commitment to her clients has been recognized through her numerous industry awards and accolades. She is a frequent speaker at local and regional events, sharing her insights on financial planning and wealth management. Larissa's contributions to the industry have made her a trusted advisor and respected leader within her community.
Conclusion
With over a decade of experience in the financial services industry, Larissa Costello is a highly skilled and dedicated Financial Advisor. Her passion for empowering high-achieving women to take control of their financial futures, coupled with her technical expertise and client-centric approach, make her a valuable asset to her clients and the financial planning community.
