Education and Expertise
Paul worked in the futures trading and Wall Street banking industries for seven years before switching to a more fulfilling role as a fee-only financial advisor with his brother Rob at Costello Financial Planning. Paul received his Bachelor’s and Master’s degrees in Accountancy from the University of Illinois at Urbana-Champaign. He is a Certified Public Accountant and has passed FINRA’s Series 65 and Series 99 examinations.. Paul has always enjoyed discussing tax and personal finance solutions with friends, family, and on online forums.
What Paul Loves Most About CFP
Using his financial skill set and tax knowledge to help real people directly, rather than Wall Street banks and financial institutions.
- Any sport involving catching and throwing
- Gardening and houseplants
Fahrenheit 451 by Ray Bradbury
Barbecue Burnt Ends
Pass Series 65 exam, grow CFP business at a sustainable pace, introduce and prepare tax returns for CFP clients.
Welcome first son in July, continuing with improvements to my new home in Arlington Heights, and taking more trips to Ann Arbor to see my godson.
Annual Lake Geneva golf trip, ultimate Frisbee league in Schaumburg, and signing up friends who truly need financial planning help.
Continuing to play basketball or ultimate Frisbee once a week, taking more walks with my wife and our dog, running five miles in under 40 minutes, and fitting into my suit from college.
Developing the perfect recipe for homemade kombucha, expanding my vegetable garden to 200 plants, brewing, bottling, and gifting 150 bottles of homemade wines, building a new backyard smoker for barbecuing.