Experienced, Dedicated, Focused
We put you at the center of everything we do.
Alfred Costanzo
President | Financial Advisor
Al enjoys helping people achieve a stress-free retirement. When he was growing up, Al watched his grandparents retire without a proper retirement plan in place. He decided he was going to make sure other people didn’t have to go through that kind of stress and worry in their retirement years.
Al starts by helping retirees and pre-retirees create a retirement strategy that is simple and clear.
“You want an approachable plan that you understand, that doesn’t go over your head,” Al says. “Complexity creates uncertainty.”
Originally from Connecticut, Al learned that the cold was not for him and moved down to the beautiful Tampa Bay Area after college. While he was working on a financial planning degree at West Virginia University, Al served as a student coach for the Mountaineer football team (a team he still roots for today).
Outside the office, Al is an avid golfer and loves to kayak on the Gulf of Mexico. He spends his free time with his wife, Jessica, exploring the many great restaurants and beaches in Pinellas County. Al and Jessica are both Lightning and Bucs fans as well!
Al is ready to talk with you about your personal views on money and retirement and help make you a plan that aligns with your goals. Contact him today!