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Jim Agostini, cfp®, chfc®

CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®,
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 – 1998
  • District Advisor & Registered Principal, First Command Financial Planning, 1996 – May 2012
  • SC LH&A Insurance License, Series 6, 7, 24, 26, 51, 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


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