Carl D'Agostini Email & Phone Number
Financial Advisor @ Sierra Ridge Wealth Management
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Carl D'Agostini Location
- Sonoma, CA, US
Carl D'Agostini Work
- Financial Advisor @ (June 2018 - Present)
- Financial Advisor @ (December 2008 - May 2018)
- President @ CGT Worldwide LLC (August 2007 - November 2008)
- Placement Manager @ (November 2006 - August 2007)
- Assistant Vice President @ (June 2004 - September 2006)
- Independent Systems Consultant @ Self Employed (January 2002 - June 2004)
- Accounting Manager @ (June 2000 - January 2002)
- Manager of Technical Services @ Jones Hall APLC (April 1993 - July 2000)
- Auditor and Business Consultant @ Arthur Andersen (July 1989 - May 1992)
Carl D'Agostini Education
- University of California, Berkeley
Bachelor of Science - Business Administration (Accounting and Finance)
1984-1988
Carl D'Agostini Skills
- Retirement Planning
- Estate Considerations
- 401k Rollovers
- Traditional IRA
- Roth IRA
- Fixed Annuities
- Variable Annuities
- SEP IRA
- Stocks
- Bonds
- Municipal Bonds
- Portfolio and Retirement Reviews
- Term Life Insurance
- Permanent Life Insurance
- Disability Insurance
- Long Term Care Insurance
- College Savings Plans
Carl D'Agostini Summary
- Carl D'Agostini, based in Sonoma, CA, US, is currently a Financial Advisor at Sierra Ridge Advisor Group. Carl D'Agostini brings experience from previous roles at Edward Jones, CGT Worldwide LLC, Accounting and Finance Personnel, Inc. and KNN Public Finance. Carl D'Agostini holds a 1984 - 1988 Bachelor of Science - Business Administration in Accounting and Finance @ University of California, Berkeley. With a robust skill set that includes Retirement Planning, Estate Considerations, 401k Rollovers, Traditional IRA, Roth IRA and more. Carl D'Agostini has 1 emails and 1 mobile phone numbers on RocketReach.
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