Speaking History

Speaker at Money20/20 2016

Session Information

Chris Costello

Co-Founder & CEO
blooom
Speaking History

Speaker at Money20/20 2016

Session Information

Chris Costello is the CEO and Co-Founder of blooom, an online 401k management service, which gives its clients access to professional portfolio management for their employer-sponsored accounts that was traditionally only available to investors with a gazillion dollars. Prior to blooom, Chris worked for large Wall Street firms before co-founding his first SEC Registered Investment Advisory firm in 2004, which currently manages over $500 million for clients. Chris has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation and has been working with individual clients and building portfolio allocations for almost two decades. Chris was named by Wealth Management as one of “The Ten to Watch in 2016.”