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!
Ben Kleck
Retirement Planner | Financial Advisor
Ben grew up in Washington state and graduated from Washington State University with a bachelor’s degree in finance (go Cougs!). He’s always had a passion and knack for numbers, but what really drives him is helping people retire confidently so they can enjoy the lifestyle they’ve worked hard to create. Ben believes financial planning should feel empowering, not overwhelming, and he takes pride in making that a reality for his clients.
Ben can provide both insurance and investment products and services as he is licensed as a Florida 2-14 life insurance professional and has passed his Series 65 securities exam. His goal is to always go above and beyond for clients as an active listener and responsive communicator.
Outside of work, Ben enjoys getting outdoors and staying active. While he used to spend his free time in the mountains of Washington hiking, fishing and skiing, now that he’s in Florida, he enjoys hitting the golf course, relaxing at the beach or firing up the grill. Ben also enjoys a good game of chess, as he appreciates the strategy and patience it requires, much like the planning work he does every day.
Trevor Hull, CFP®
Financial Advisor
Growing up in Cocoa Beach, Florida, Trevor Hull always appreciated the value of a laidback, fulfilling lifestyle, something he now helps others plan for through comprehensive financial guidance. He attended Florida State University and has since earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, reflecting his commitment to the highest standards in financial planning.
From an early age, Trevor saw how stressful retirement can be without a plan in place. That experience motivated him to pursue a career helping others avoid the same pitfalls by creating thoughtful, holistic financial strategies that bring all the moving parts together.
Trevor's approach is clear and down-to-earth: take the time to understand each client's goals and then build a plan that is not just effective, but easy to understand and stick with. Whether it is retirement income, investment planning, or risk management, he works to empower clients with clarity and confidence in their financial future.
Outside of the office, you can usually find him enjoying the Florida lifestyle, whether that is catching an FSU football game, heading to the beach, grilling out with friends, or staying active outdoors. He believes that the best financial plans are the ones that help people spend more time doing what they love.
Erica Benny
Office Manager
Simply put, Erica is the friendly face that helps set the tone for a great experience at Costanzo Financial Advisors. Inspired by her love of connecting with people, Erica was drawn to the financial industry to help individuals work toward their dream retirement. Her ability to build strong relationships across all generations makes her a great part of our team.
Erica brings a wealth of experience to her role, having previously worked as an office manager and a workers compensation advisor. She earned her bachelor’s degree in business from Eastern Kentucky University, where she also learned teamwork and perseverance as a proud member of the university’s volleyball team.
When she’s not at the office, Erica explores Tampa’s beaches and restaurants with her boyfriend, friends and beloved dog, Koa Bear Benny. Whether it’s night fishing off the Sunshine Skybridge or playing hide-and-seek with Koa, she finds joy in the simple moments that make life meaningful. Erica’s family is large and diverse, stretching east to Pennsylvania and west to Hawaii. The family’s hard-working ethic, dedication and generational respect reveal themselves every day in Erica’s work with our clients.