Brendon Costa AIF®
Accredited Investment Fiduciary® (AIF®)
Series 7 license, Series 63 license*
Life, Accident, and Health Insurance license
Brendon started with HB Retirement in 2007. Prior to HB Retirement, Brendon served as a Financial Advisor and Training Manager at American Express. In his role, Brendon develops long-term strategies to help executives manage their wealth to pursue their financial goals. Brendon’s clients benefit from his deep knowledge, experience, and view him as a valued partner. Brendon’s focus covers several aspects of financial planning such as Income Planning for Retirees, Alternative Income Strategies, Participant Education, Mutual Funds, Succession Planning, Deferred Compensation, Life Insurance, and ‘Key Man’ Protection.
Brendon resides in the South Hills of Pittsburgh with his wife and three children.
*Brendon holds the Series 7 and 63 securities registrations with LPL Financial.