Dylan Costello in

Dylan Costello

Enthusiast · DISC type i
Financial Strategist at Navigators Advisory Group
📍 Irvine, California, United States

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.

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Experience
7 Years
Current Role
Financial Strategist
Job Level
Junior
Location
Irvine, California, United States
Personality Overview

How Dylan shows up

Consensus Focused
Story Driven
Amiable & Agreeable

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.


Priorities

Topics Dylan cares about

Wealth Preservation
His professional focus is guiding businesses and families in the accumulation and preservation of wealth through comprehensive financial strategies.
Business Succession
He specializes in providing planning services to privately held business owners, with a focus on business succession and unlocking equity.
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Career

Work history

7-2022
Financial Strategist
Navigators Advisory Group
1-2019 - 7-2022
Financial Advisor
Tax & Financial Group 4001 MACARTHUR BLVD. SUITE 300 NEWPORT BEACH, CA 92660
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2011 - 2016
Bachelor of Science - BS
California State University San Marcos
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

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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