Meet the team
Ashley Costello
CFP®
Director, Wealth Advisor
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About Ashley
I’m a Wealth Advisor for Sequoia Financial Group and strive to provide clients with a holistic approach built to meet their unique goals. I am a real-life example that you must start somewhere, and I like to share this lesson with clients as they begin the financial planning process. My endless pursuit of continuing education is well-suited for this industry.
CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Accreditation & Education
CERTIFIED FINANCIAL PLANNER (CFP®)
Ursuline College, Bachelor’s in Accounting
Ursuline College, MBA with a concentration in financial planning and accounting
Up Close
- Resides in Willoughby, Ohio with her daughters and dog
- Certified scuba diver
- Enjoys traveling and spending time with friends
- Avid supporter of Buckeyes football
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Ashley Costello,CFP®
Director, Wealth Advisor
Stocks Continued Their Winning Streak