Maureen Costello
J.D.
Buckingham Strategic Wealth
Wealth Advisor
Maureen Costello
J.D.
Buckingham Strategic Wealth
Wealth Advisor
As a fee-only wealth advisor, we like to look at the big picture together to make sure you meet all your personal and family goals. - Maureen Costello, J.D.
Forever standing on the side of our clients.
Meet Maureen Costello
Maureen (Meaux) Costello is a wealth advisor for Buckingham Strategic Wealth and joined the firm in 2013. Meaux is energized by helping clients identify their goals and developing a path for achieving them.
Prior to Buckingham, Meaux was Associate General Counsel at the Electric Power Research Institute in Palo Alto, California. She was also a corporate and securities lawyer counseling Silicon Valley companies of all sizes and growth stages. She is holds a bachelor’s degree in finance and a J.D. from Santa Clara University.
Meaux has a long history supporting local nonprofit organizations. She is the past president of the Junior League of Palo Alto-Mid Peninsula and the past president of the Board of Directors of the Vista Center for the Blind and Visually Impaired, where she is currently on the board. Meaux also serves on the Girls @ The Tech Leadership Council supporting the Girls @ The Tech initiative at The Tech Interactive to provide a pipeline of opportunities for girls that nurture their interest, boost their skills and solidify their confidence in STEM. She and her husband, Patrick, live on the San Francisco peninsula and enjoy the outdoors. She is a supporter of animal rescue organizations and has four rescue dogs including two senior rescues.
Meaux is currently working on obtaining the CERTIFIED FINANCIAL PLANNER™ certification.
Maureen Costello is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Maureen Costello
Office Locations:
-
2445 Faber Pl
Suite 250
Palo Alto, CA 94303
