Alessandro (Sandro) D'Agaro, CFA
Most people want to feel calm and confident about money, but the financial world is full of noise, predictions, products, and pressure to act. I built D’Agaro Financial Advisory to be the opposite: independent, disciplined, and grounded in principle. My goal is simple. I help families make thoughtful financial decisions with structure and confidence, without the noise that clouds good judgment.
After two decades in investment research at UBS Global Asset Management and Thrivent Asset Management, and earning my Chartered Financial Analyst® (CFA) designation, I wanted my work to focus directly on people, not markets.
My path here was not straight. I studied Materials Science and Engineering at the University of Michigan (Go Blue!), served as a Navy officer in the submarine service and intelligence community, and later earned my MBA at the University of Chicago Booth School of Business. Each step taught me discipline, problem solving, and how to navigate uncertainty. These are the same skills I bring to every client relationship.
Money touches every part of life. My mission is to make it approachable and empowering. A clear, personalized plan gives you structure, helps you make confident decisions, and frees your attention for what matters most.
Outside of work, I find clarity the same way I encourage clients to, through steady routines and quiet persistence. I recently completed my first marathon, the 50th anniversary Marine Corps Marathon in Washington, D.C., finishing under my five-hour goal. It reminded me that progress is built one step, one mile, one day, and one decision at a time.
You will often find me outdoors hiking, traveling (especially back to Italy), reading, or adding to my 12,000-album music collection. My wife and I treasure time with our four grown kids, wherever life takes them next.
Independence matters. It means every recommendation comes from principle, not pressure.
As a fiduciary and fee-only advisor, I work for my clients — period. I do not take commissions or sell products. My role is to be your guide, helping you chart a financial path as steady and rewarding as climbing a mountain.
Our Values
Clarity Over Complexity
Simplicity reveals what matters most. I help you cut through the noise so decisions become clear and confidence returns.
Honesty Above Comfort
Honesty builds trust. I tell you what you need to hear, not only what you hope to hear, so you can make stronger choices.
Endurance Over Excitement
Real progress takes time and effort. Steady steps, patience, and persistence build lasting wealth long after trends fade.
Transparency Above Self-Interest
Nothing hidden, ever. Clear fees, honest advice, and open communication define every decision we make.