Justin D’Agostino has six years of experience in the financial services industry, working at both a boutique tax and wealth management firm and, most recently, as a Client Advisor at TD Ameritrade. As a Private Wealth Advisor, his mission is to provide every client with targeted, comprehensive financial advice and to help them implement customized strategies that move them closer to accomplishing their unique goals. Justin has experience working directly with private clients as well as ERISA plan participants of company-sponsored retirement plans.
Justin is a CERTIFIED FINANCIAL PLANNER™ Professional, holds the Chartered Retirement Planning Counselor™ and Accredited Investment Fiduciary™ designations. Justin learned discipline and leadership as a graduate and captain student-athlete at both Detroit Catholic Central and Hillsdale College, where he earned his B.A. in Accounting and Financial Management. He resides in Chicago.