Dale Costello is a Wealth Management Advisor at Rozovics Group Wealth Management Division. Dale joined the firm in July 2018. He prepares Financial Plans for individuals and businesses. Dale is a CERTIFIED FINANCIAL PLANNER™ professional. He holds the series 7, 65, and 63 securities registrations. He is also a Chartered Retirement Plan Specialist. It is his belief that financial planning is a process that unfolds over the course of multiple meetings and conversations. He will work with you to better understand the issues you are facing, set short and long-term goals, and develop a plan that works with your life situation.