About Adam
Adam Costarella is a Senior Wealth Consultant at Evergreen Gavekal. With more than 15 years of experience in financial services, he works with individuals and families to simplify their financial lives and build thoughtful strategies around investments, retirement, and risk management. He believes planning is about more than the numbers; it’s about understanding what matters most to clients and bringing the pieces of their financial lives together into a clear, actionable plan.
Prior to joining Evergreen Gavekal, Adam spent nearly eight years as Financial Advisor and Managing Partner at Ameriprise in Bellevue, and before that served as an Investment Adviser Representative at Voya Financial. He holds Series 7 and 66 securities registrations and earned his B.A. in Political Science from the University of Washington.
Education & Qualifications
University of Washington