Elyse Costanzo began her career in the financial industry in 2012 when she worked for a boutique firm that specialized in retirement planning. She joined Bedrock Capital in 2014 with the intention of expanding her experience in the field. With the transition to United Capital, she is now in the process of pursing her CFP® certification. Elyse is a graduate of California State University, Northridge, where she earned her Bachelor’s Degree in Communications and minored in English.
As a Relationship Manager for the United Capital Silicon Valley Office, Elyse supports the advisors in all aspects of wealth planning. She also manages onboarding process for all new clients and facilitates client development throughout the process.
Elyse is a professional member of:
- The Financial Planning Associate (FPA) of Silicon Valley
Aside from work, there are a few other things Elyse is passionate about: sports (she’s a big fan of Major League Baseball and the San Francisco Giants), animals, exploring the outdoors and fishing! Elyse and her husband, Mike, love traveling to the many beautiful lakes and national forests of California. Some of their favorite places to visit in the state are Inyo National Forest, Yosemite National Park and Mammoth. Spending time on the water is her absolute favorite, whether she’s casting out a line or just sitting at the edge of a dock, enjoying the scenery. Her home away from home is at a lake house in Groveland, where she and her husband can fish, play golf, barbeque and relax all they want.