Daniel Costa is a senior financial advisor and founding partner of BCR Financial Services. He began his career with Deloitte & Touche in 1991 and obtained his CPA designation. He then worked for American Express Financial Advisors until he, along with colleagues Jeffrey T. Bagley and Mark J. Rychel, formed BCR Financial Services in 1998.
Daniel and his team provide a comprehensive range of financial planning services, including protection, investments, taxes, retirement, estate and elder care planning, and business planning.
He earned a bachelor’s degree in accounting from Penn State University, as well as numerous designations, including CPA, CFP®, and CRPC®. He holds his FINRA Series 7, 63, and 65, as well as his Life, Health, and Accident Insurance licenses. He is a member of various associations, including AICPA, PICPA, and FPA.
Daniel consistently ranks in Lincoln's Top 10 Financial Professionals.1He was also recognized as a 2022 Five Star Wealth Manager in the Pittsburgh market by Five Star Professional.2
Daniel and his wife have been married since 1994 and, along with their daughter Malia, son Nicholas, and two dogs (Cody and Mabel), enjoy hiking, skiing, traveling, and spending time with their large extended family.
1This ranking is based upon sales production and compliance criteria
2The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on evaluation criteria from financial advisors on tenure, retention, designations, regulatory disclosures, and FSP research. No fees were paid for the nomination, receipt or promotion of the award.