Dan Costigan is a Financial Advisor based out of SageView’s Newport Beach, CA office. He works closely with individuals to provide financial planning and wealth management services as well as financial and retirement education. He believes a successful retirement strategy is one that aligns his clients’ values and goals, and is committed to helping his clients discover their financial priorities both now and in retirement.
Previously, Dan worked in institutional sales for Bright Harbor Advisors, a private equity advisory firm. Before that, he was a Regional Sales Specialist at Pioneer Investments, working with private wealth teams in the Northeast on mutual fund research and asset allocation strategies.
Dan earned his B.S. in Psychology from Boston College and his MBA from the Paul Merage School of Business at University of California, Irvine. He is also a CFA Exam Level III Candidate.
*Dan Costigan is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Dan is no way related to Cetera Advisor Networks LLC or its registered representatives.