Alessandro (Sandro) D'Agaro, CFA
Hi, I’m Sandro
Most people want to feel calm and confident about money, but too often, finances bring stress instead of clarity. That belief is what led me to start D’Agaro Financial Advisory, a fiduciary, fee-only firm built on one idea: everyone deserves a plan that replaces uncertainty with direction.
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 more directly on helping people make thoughtful, confident financial decisions.
My path here wasn’t 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 — skills I now bring to every client relationship.
Money can feel complicated and intimidating. My mission is to make it approachable and empowering. A clear, personalized plan gives you structure, helps you make choices with confidence, and frees your attention for what matters most in life.
Outside of work, I find clarity the same way I encourage clients to: through steady routines and quiet persistence. I recently completed 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’ll 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.
As a fiduciary and fee-only advisor, I work for my clients — period. I don’t take commissions or sell products. My role is to be your guide, helping you chart a financial path as steady and rewarding as conquering a mountain.
Our Values
Simplified Financial Planning
Committed to simplicity, communicating in jargon-free language. I offer a judgement-free space to discuss anything that worries you.
Unwavering Dedication to Clients
I am a fiduciary, so your needs and values come first, with clear, unbiased guidance. I want to understand the "why" of your priorities and goals, not just numbers.
Focus on the Long-Term
We are in it for the long-term - our relationship, your investments. There are no easy shortcuts, just dedication and accountability to goals.
Trust and Transparency
Trust is at the heart of every advisory relationship, and I aim to earn yours. I value integrity, accountability, and transparency.