I began my career in NC and then transitioned to the Edward Jones corporate campus in Tempe, AZ. My responsibilities included serving as an interim financial advisor for branches across the country, as well as participating in advanced training and serving in mentoring and training leadership capacities. I became a Limited Partner of Edward Jones in 2019.
I am a financial advisor who has received the CFP® and AAMS® designations. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I attribute my success to my well-rounded experience, along with my core beliefs in hard work, discipline and service to others. Developing personal relationships is an important part of my practice, as this helps me develop strategies tailored to the goals of each individual. I enjoy working alongside tax/legal professionals to determine appropriate growth, income and estate considerations. Once strategies are implemented, I emphasize continued communication to evaluate progress and to discuss current market conditions, and to change strategies as needs arise and/or as the markets presents new opportunities. My desire is to help clients understand the things that they can control to achieve their financial objectives.
I work with Anjali, a wonderful Senior Branch Office Administrator. Anjali is dedicated to our mutual goal of providing our clients with the highest level of service. We both enjoy partnering with our clients long term.
I live in Arvada, CO, with my wife, Keri, our sons, Gaetano & Gabriel, and our two dogs. I enjoy snowboarding, mountain biking and reading.
My Personal Interests
- Mountain Biking
- Health & Nutrition
- Spending Time with Family
Mailing AddressPo Box 7362
Broomfield, CO 80021
Phone NumberJoshua D'Agostino at (303) 439-6252
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