BCR Financial Services, LLC

CONNECT

Address:

2000 Corporate Drive, Suite 350
Wexford, PA 15090

Phone:

724-933-9000

Fax/Other:

724-933-9001

Daniel W. Costa

CPA®, CFP®, CRPC®

Daniel W. Costa, CPA, CFP® , CRPC®

Certified Financial Planner

“We all have personal and financial circumstances that are unique to ourselves.  I strive to understand a client’s situation in order to build a personalized master plan.  My goal is to become every client’s most trusted advisor, to find opportunities in life and to overcome obstacles as they arise.  We never know what life will throw at us, so we have to be prepared for the unexpected and flexible to adapt as circumstances change.”

 

Daniel W. Costa, CPA, CFP®, CRPC® is one of the founding partners of BCR Financial Services, LLC, a Pittsburgh, PA based investment advisory firm that specializes in comprehensive financial planning. 

 

As a Certified Financial Planner, Dan interacts with clients to identify goals and objectives, formulate strategies to achieve their goals, and have a process in place to monitor progress overtime.  During his career, Dan has helped clients in almost every financial aspect of their lives from constructing cash flows, debt restructuring, asset allocation, stock option planning, to elder care and estate planning.  Often, advice becomes so comprehensive to include circumstances that arise with children, parents and grandparents. 

 

Dan has conducted educational workshops for several Pittsburgh businesses on a variety of topics including, employee benefits, retirement plans, the economy, investments and income taxes. 

 

Prior to forming BCR Financial Services, LLC, Dan was a senior auditor at one of the largest CPA firms in Pittsburgh, Deloitte and Touche.  During his time with Deloitte and Touche, he achieved the CPA designation.  To this day, he maintains his designation and focuses his required CPE credits in the field of finance and tax. 

 

In early 1994, Dan left Deloitte and Touche to begin his career in financial services and joined American Express Financial Advisors.  While at America Express Financial Advisors, Dan earned the Certified Financial Planner ™ designation and received the “Quality of Advice” award after participating in a national case competition for client advice.  In Feb 1998, Daniel W. Costa, Mark J. Rychel and Jeffrey T. Bagley formed BCR Financial Advisors, LLC with the goal of offering independent, unbiased client advice.  In 2009 Dan received the Chartered Retirement Planning Counselor (SM) certification from the The College of Financial Planning®.

 

Dan is native to Pittsburgh and a graduate of the Pennsylvania State University with a BS in Accounting.  He holds his securities licenses (Series 7, 63 and 65) and insurance license as a Registered Representative with Lincoln Financial Securities Corporation, Member NASD, SIPC.  He is also a member of the Financial Planning Association, American Institute of Certified Public Accountants (AICPA), and the Pennsylvania Institute of Certified Public Accountants (PICPA).  Through his affiliations, Dan attends numerous continuing education courses focusing on the latest financial planning topics.

 

 

 

 

 

Phone 724-933-9000 *15
Fax 724-933-9001
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck