
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
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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