Rick Costner

Rick Costner
Certified Financial Planner (CFP)

Rick Costner has a passion for helping people improve their quality of life by helping them make wise decisions with their money. Making those wise decisions not only helps his clients reach their financial goals, but more importantly, helps them achieve the things that are most important to them, such as security, independence, freedom to travel, freedom from debt and worry, time with family, time helping others in a charity or church, etc.

A specialist in investment and retirement planning, Rick Costner started his career as a financial advisor in 1990. Throughout his career, he has presented seminars for numerous federal government agencies and other groups on retirement planning, estate planning, tax planning, investing, Social Security and more. He has two Bachelor of Science degrees and a master’s degree.

As a Certified Financial Planner (CFP), you can be sure Rick provides expert and professional planning services. To earn the CFP designation, Rick completed an in-depth educational program, passed a rigorous examination and fulfilled the experience requirements. Rick also adheres to a professional Code of Ethics, and he completes annual continuing-education requirements to remain aware of current planning strategies and financial trends.

In his free time, Rick enjoys reading, biking, fishing and golfing. He has been married to Cheryl, his prized bride since August 1988. They have three children: Dustin, Ashley and Ty.

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