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Wednesday, Dec 18, 2024

Leaders of Influence: Wealth Managers 2023 – Bridget Costello

Custom Content by the Los Angeles Business Journal

BRIDGET COSTELLO
Wealth Advisor
Kayne Anderson Rudnick Wealth Advisors

Boasting a retention rate of 100 percent, Bridget Costello is a wealth advisor whose 15 years of experience in the investment management industry have helped finely tune the client service experience and create the foundation for success. As a member of the Kayne Anderson Rudnick (KAR) Wealth Advisor Team, Costello has been recognized for substantial contributions that have earned the KAR team the highest rank among Barron’s Top 100 Independent Advisors multiple times.

Costello’s approach to wealth management concentrates on the quality of client relationships. She honors the delicate process of earning clients’ trust and relishes her ability to provide the financial peace of mind clients need for major transitions in life. Costello makes it a priority to be available for all clients’ financial inquiries, and goes the extra mile, building a network of resources to support their financial wellness.

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