Anna Costantino

Estate Planning Specialist

Defining Wealth, Your Way.

What does wealth mean to you? The word “wealth” evokes different sentiment for everyone.

I work with your advisor to learn what wealth means to you. I take the time to understand your story. My personalized process involves asking the necessary questions, analyzing your situation, and applying my expertise. These steps ensure your personal financial objectives always guide my recommendations. Appreciating how you want to create, preserve, and transfer your wealth allows me to design solutions that define wealth—your way.

My commitment to ongoing education ensures my skills and expertise are among the most regarded in the industry. I hold the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. In addition, I am currently pursuing the Trust and Estate Practitioner (TEP) designation.

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