Jim Agostini

certified financial planner®, principal, and managing partner

email: jim.agostini@dav-fd.com

office: (803) 741 – 0134

mobile: (803) 530 – 5375

 

  • Virginia Military Institute, ’86 BS, Civil Engineering
  • University of South Carolina, Darla Moore School of Business – Certificate of Financial Planning, ’04
  • U.S. Army Officer, Corps of Engineers, 1986 – 1996
  • District Advisor & Registered Principal, First Command Financial Planning, 1996 – May 2012
  • SC LH&A Insurance License, Series 6, 7, 26, 63, and 65 held with LPL Financial
  • Married to Lindsay, three children, Thomas, Tori and Caroline
  • Enjoys participating in triathlons and spending time with his family