About Two Palms
Many business owners reach a point where the business is working, revenue is strong, and life should feel simpler than it does.
On the surface, things look fine. Underneath, decisions around taxes, cash flow, investing, and the future are happening without much coordination. Not because people are careless, but because the business keeps demanding attention and the personal side gets pushed to later.
Over time, that gap starts to matter.
I work with business owners who want their success to support a clear, intentional life, not just the next milestone or year end number.
That means helping connect personal planning, investing, tax strategy, and major business decisions so they reinforce each other instead of competing for attention.
If you already feel fully aligned and confident in those decisions, I’m probably not a fit.
If you’ve built something meaningful and want to be more deliberate about where it leads, let’s chat.
About Dan Costigan
I’m Dan Costigan, Founder and Wealth Advisor for Two Palms Financial. Born and raised in St. Louis, Missouri, I moved to Boston to obtain a BS in Psychology at Boston College (Go Eagles!). After nine years working in real estate and asset management, I left those cold New England winters behind and drove across the country to earn an MBA at UC Irvine (Zot! Zot!) with a focus in Finance.
When I am not serving clients with ongoing planning, I’m out surfing San Clemente’s world-class surf breaks, playing golf or traveling with my beautiful wife.
My wife and I are proud parents of a pittie mix named Manga (“MONga”). I am also a board director and volunteer dog walker for Pet Project Foundation, San Clemente’s local nonprofit animal shelter.
Music is my oxygen and the greatest art form in the history of human civilization.
I am a Chartered Financial Analyst (CFA) charterholder and proud holder of the Certified Financial Planner (CFP®) designation.
