Larissa Costello
Financial Advisor
Larissa Costello believes that wealth management begins with listening. Throughout her career, she has found that every client carries a unique story – one shaped by their experiences, values, aspirations, and concerns for the future. Her role is to understand that story before offering guidance.
With a Bachelor of Commerce degree from the University of Newcastle in Australia, more than 30 years of experience in corporate finance, and the Chartered Retirement Planning Counselor™ (CRPC®) designation, Larissa brings both technical expertise and thoughtful perspective to her work.
Having lived and worked in South Africa, Australia, Hungary, the United Kingdom, and the United States, she has developed a deep appreciation for the different paths people take through life and the common desire to create security and opportunity for those they love. This global perspective ultimately inspired the creation of Protea Wealth, named after South Africa’s national flower – a symbol of resilience, growth, and transformation.
Beyond her professional experience, Larissa’s approach has been shaped by her training as a 500-hour certified yoga instructor, which taught her the importance of presence, patience, and creating space for others to be heard. She often returns to the idea that “we build ourselves out of the stories we tell,” believing that financial planning is most effective when it reflects the deeper story a client wants to live. Whether walking with her German Shepherd, Rumo, spending time with her husband John and their three sons, or serving her community through charitable and economic development initiatives, she remains grounded in the relationships that matter most. Larissa is committed to helping clients navigate life’s transitions with clarity and confidence, always guided by a simple principle: people come first.