Rick Costner has been a financial advisor since January 1990. He specializes in investment and retirement planning. 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. He is registered to offer securities and investment advisory services through Géneos Wealth Management, Inc., member FINRA/SIPC.
Rick has a passion for helping people improve their quality of life. He helps his clients 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 fulfill those things which 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.
As a Certified Financial Planner, you can be sure that Rick provides expert and professional planning services. To earn the CFP® designation, Rick completed an approved in-depth educational program, passed a rigorous examination and attained the experience requirements. Rick also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Rick enjoys reading, biking, fishing, and golfing. He has been married to Cheryl, his prized bride, since 1988. They have three children, Dustin, Ashley, and Ty.