Ronald Costello is a life insurance portfolio review specialist with OneTeam Financial, a member firm of M Financial Group, one of the nation’s premier financial services design and distribution companies serving the affluent and corporate markets.
Ron has been providing insurance and financial services advise for more than 30 years working closely with businesses and individuals alike. Most often, he creates and oversees the development of solutions designed specifically for the needs of small, mid-size and large corporate client's. Ron works closely with other trusted advisors at OneTeam Financial to provide holistic life insurance and investment strategies to these client's employees.
Life insurance, although often one of the largest assets that individuals own, is often the most neglected—sometimes going even decades without a proper review. Ron’s experience includes analyzing existing insurance policies for weaknesses and identifying essential improvements. Ron focuses on reviewing each client’s needs and expectations, preserving their assets and working to ensure their objectives are met now and in the future.
Ron has a bachelor’s degree from Stockton University. In his free time, he has his United States captain’s license and enjoys fishing, golfing and boating.
CERTIFICATIONS
- FINRA Series 6 Securities Registration
- Life, Health and Disability Insurance licenses
CA Insurance License 4099623, AR Insurance License 1636332
