Get to know us.

Beau D’Agostino, CFP®, RICP®

Describe your perfect day?

It would begin with me waking up without an alarm clock. Then I would eat a huge breakfast before getting a workout in. After that I would spend the rest of the day watching college football with friends.

What do you most like about your job?

When a client thanks me and I know it is because I made a genuine difference in their life.

Surprise us, something we don't know about you?

I have never had a cup of coffee.

How long have you worked in Financial Services?

16+ years

About

I have over a decade and a half of financial industry experience where I have worked in many different roles helping clients create their own versions of financial success. I earned my CERTIFIED FINANCIAL PLANNER® designation in 2014 and have had the opportunity to work for respected financial organizations such as Vanguard, LearnVest, and Northwestern Mutual. Each one has played a critical role in shaping my career and building my expertise as a financial planner. I believe my greatest skill is my ability to build strong relationships with my clients, where they feel comfortable sharing with me and executing on my advice. I was born and raised in NY and then moved to Arizona, where I currently reside, to attend Arizona State University, where I graduated in 2005.

Education

Bachelor of Sciences in Justice Studies, Arizona State University CFP® Certification

Expertise

Investments, Budgeting, Retirement Planning, and Insurance

Experience

I began my finance career in 2010 working as a Brokerage Associate at Vanguard. In 2015 I took a position at LearnVest where I worked as a Financial Planner, Planning Team Lead, and Training Coordinator. When our company was acquired by Northwestern Mutual I stayed on and worked in roles as an Activation Specialist, Financial Planning Consultant, and as an Advice Strategy Consultant.