Address

1055 East Colorado Boulevard #200
Pasadena, CA 91106

Contact

Phone: 925.648.4730

Who We Serve

Individuals & Families

Hours

Mon–Fri, 8:00 am–5:00 pm

See Nearby Locations

Westlake Village, CA

Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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CAPTRUST

Pasadena

No matter how complex your portfolio is, our team of advisors is here to help you navigate your financial challenges. Through a values-based approach, our experts will provide you with personalized solutions and objective investment advice that caters to your specific needs. Contact CAPTRUST in Pasadena, CA, and take the next step toward reaching your financial goals.

Our Team

Rosanne Costello

Principal,
Financial Advisor

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Andrew Costello

Senior Financial Advisor,
Relationship Manager

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James Valmonte

Vice President,
Financial Advisor

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Our team employs a comprehensive and tailored approach to serving our clients because we know there is no one-size-fits-all solution when it comes to financial planning and wealth management. We focus on our clients’ goals and values to create a plan that will be successful throughout their lifetime and beyond.

Rosanne Costello