Connie Costanzo is a Wealth Planner with WestPoint Wealth Management, LLC. She brings over 20 years of experience in the Financial Services Industry. With her extensive background in Residential and Commercial Lending and Credit, as well as her tenure as a business owner, she has a unique perspective and passion for solving financial needs.
Her goal is to impact lives in a profound way through ethical wealth management and sound investment advice. She aims to provide the right financial strategies for you. Strategies that give you peace of mind so that you can enjoy life, not only now, but also well into the future. She also has tools and strategies to offer business owners unique employee investment solutions that will help increase retention and provide ongoing allocation recommendations and education for owners and employees.
