Vice President, Financial Planning

Bio

Andrea Costa, Vice President, Financial Planning, works with executives and other professionals, closely-held business owners and families with multigenerational wealth to develop and implement a comprehensive financial plan that protects their loved ones as life’s seasons change. Andrea spent nearly a decade in the private practice of law and has extensive experience with financial planning, business succession planning, complex estate tax strategy and dispute resolution. Where appropriate, Andrea collaborates with other industry professionals such as attorneys, accountants and private banking representatives to reach a consensus on priorities and strategy across a client’s advisory team. Andrea’s unique background makes her a valuable partner for families and businesses hoping to repair connections, resolve conflict and develop a common approach. She enjoys helping others crystalize a legacy for the people and organizations closest to their hearts.


Education:
University of Florida - Bachelor of Arts in English and Economics with a focus on Statistics
Northern Kentucky University - Master of Business Administration
Northern Kentucky University - Juris Doctorate

Areas of Expertise

Complex Financial Planning
Estate Planning
Succession Planning
Charitable Planning

Community

  • Cincinnati Ballet - Board of Directors, 2021 ArtsWave Liaison, Planned Giving Committee, Chair the Nomination Committee
  • Cincinnati Children’s Hospital Medical Center - Planned Giving Committee
  • ArtsWave Campaign - Cabinet Member
  • Cincinnati Estate Planning Counsel - Member
  • Boy Scouts of America, Dan Beard Council - Planned Giving Committee
  • Cincinnati Gator Club - President
  • Cincinnati Bar Association - Member
  • Kentucky Bar Association - Member
  • Ohio State Bar Association - Member
  • Northern Kentucky Bar Association - Member

Andrea D. Costa, Esq.

Favorite HORAN Fundamental
Listen Generously