Daniel W. Costa, CPA, CFP^®, CRPC^®

Certified Financial Planner

BCR Financial Services, LLC

2000 Corporate Drive, Suite 350

Wexford, PA 15090

Dan is a Senior Financial Advisor and one of the founding partners of BCR Financial Services, LLC. His experience has helped him navigate clients through turbulent times and become their most trusted advisor.

Dan practices comprehensive financial planning and uses a consistent process to identify client goals and objectives, formulate strategies for success and monitor progress. Clients come to rely on Dan for advice regarding all financial aspects of their lives.

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

Dan is a native to Pittsburgh and a graduate of The Pennsylvania State University (BS in Accounting).  Upon graduation, he joined Deloitte and Touche as an auditor where he achieved his CPA designation. 

In early 1994, Dan began his career in financial services and joined American Express Financial Advisors. By 1998, he earned the Certified Financial Planner ™ designation and in Feb 1998, Dan and his partners formed BCR Financial Services, LLC. In 2009 he was awarded the Chartered Retirement Planning Counselor ^SM certification from The College of Financial Planning®.

Dan is a Registered Representative with Lincoln Financial Securities Corporation, Member NASD, SIPC, and is a licensed insurance agent.  He is also an active member of the Financial Planning Association, American Institute of Certified Public Accountants (AICPA), and Pennsylvania Institute of Certified Public Accountants (PICPA).  Through his affiliations, Dan attends numerous continuing education courses focusing on the latest financial planning topics.