Larissa Costello launched Protea Wealth Management in 2023.
She holds a Bachelor of Commerce Degree from the University of Newcastle, Australia and has the Chartered Retirement Planning Counselor® (CRPC) designation awarded by the College for Financial Planning. She also holds the FINRAlicenses Series 7, 65 and 66 and has her Life and Health Insurance license.
Before wealth management, Larissa worked overseas in Australia, UK, and Hungary for over 20 years in corporate finance and accounting. She leverages this background to help clients achieve their financial goals. Larissa takes great pride in helping clients who are intimidated by conversations about money and investing and who have previously procrastinated about taking ownership of their finances.
She is a fierce advocate for women and believes that sound financial advice should be available to everyone. She volunteers with Savvy Women and currently serves on the board of the Economic Development Commission of Queen Anne’s County.
Larissa resides on the Eastern Shore and is married with three sons. She is a yoga enthusiast and holds her 200-hour Yoga Teachers Certificate with Yoga Alliance.
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