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Andrea Costa

Vice President , Financial Planning

Horan Wealth

United States, Ohio, Cincinnati

About Me

Andrea Costa, Vice President, Financial Planning, works with executives and other professionals, closely-held business owners and families with multigenerational wealth to develop and implement a comprehensive financial plan that protects their loved ones as life’s seasons change. Andrea spent nearly a decade in the private practice of law and has extensive experience with financial planning, business succession planning, complex estate tax strategy and dispute resolution. Where appropriate, Andrea collaborates with other industry professionals such as attorneys, accountants and private banking representatives to reach a consensus on priorities and strategy across a client’s advisory team. A
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Profile Information

Vice President , Financial Planning

Horan Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Cincinnati

Ohio

United States

May 15, 2024

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