Dylan Costello is a Financial Strategist at Navigators Advisory Group, specializing in comprehensive financial planning for business owners and entrepreneurial families. He focuses on wealth accumulation, preservation, and business succession strategies. Dylan holds a Bachelor of Science from California State University San Marcos and has his Series 7 and Series 66 securities registrations.
Outside of his financial practice, Dylan is active in his community, serving as a Council Member for Olive Crest Strong Families, an organization dedicated to preventing child abuse. A former student-athlete, he played baseball for four years at CSUSM. He lives in Irvine with his wife, Kristin, and their daughter.
He was a collegiate baseball player for the Cal State San Marcos Cougars for four years.
Read the full overview →Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional. They tend to be agreeable by nature, so take their promises with a pinch of salt.
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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