Carl D’Agostini AAMS®, CRPC®

Introduction

Carl D’Agostini brings over 30 years of experience to the firm both as a California licensed Certified Public Accountant and as an advisor to public agencies, small and midsized business owners, and high net worth individuals and families. His business philosophy is simple: he succeeds when his clients succeed. Carl engages with his clients in a proven, time-tested process, beginning with asking them the right questions in a relaxed environment to help define their unique financial aspirations. He closely follows industry trends and is experienced with time-tested, quality investments, life insurance and long-term care insurance. Carl strives to provide world-class customer service while communicating complex financial concepts using easy-to-understand language, and he is extremely gratified when his clients partner with him throughout their lifetimes to achieve fulfilling, successful, and healthy lives.

Carl is an avid guitar player and reader, and relentlessly pursues personal development and physical fitness in his spare time. He also enjoys being active in his church and helping the less fortunate in his community. He holds the designations of AAMS® and CRPC® from the College for Financial Planning and graduated from the University of California at Berkeley with a Bachelor of Science in Finance and Accounting.