Sentinel Advisory Group

Sentinel Advisory Group

Tailored Financial Planning in Middleton, WI

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  • Who We Are
    • Meet Our Team
    • Our Credentials
  • What We Do
    • Our Process
    • Clients We Serve Best
    • Services
  • Insights
  • Testimonials
  • Contact
  • Client Logins
    • Investor360 Login
    • Income Lab Login
    • Right Capital
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Karly Costanzo, CFP®, RICP®, WMCP®

Karly Costanzo, CFP<sup>®</sup>, RICP<sup>®</sup>, WMCP<sup>®</sup>

Karly Costanzo, CFP®, RICP®, WMCP®

Private Wealth Service Advisor

608.579.9345 | Karly@sentineladvisory.com

Karly graduated from the University of Wisconsin-Madison with a Personal Finance degree. While studying at the University, she served as a peer educator in the school’s financial life skills program. She learned early in her own life the importance of financial planning and is passionate about empowering others with financial literacy. Since joining Sentinel Advisory Group in 2019, Karly has remained committed to advancing her expertise and knowledge by earning three financial planning designations.

Karly and her husband, Dominic, live in Waunakee with their active labradoodle, Luna. In her free time, you can find Karly outside. Whether it’s running with Luna, hiking, golfing, or boating with friends. Even during the cold Wisconsin winters, you’ll find Karly and Dominic snowboarding at local hills or taking a snowboarding trip out west. Karly also enjoys spending time with her family, many of whom still reside in the Madison area, and she’s always up for tailgating at Badger and Packer football games with friends.

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1600 Aspen Commons,
Suite 825
Middleton, WI 53562

Phone: 608-579-9350
Fax: 608-579-9351
team@sentineladvisory.com

© 2025 Sentinel Advisory Group

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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

The Financial Advisor(s) associated with this website may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

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